Demo

EXECUTIVE ASSISTANT

Lereta
CA Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/7/2025

The Executive Assistant at LERETA, LLC provides high-level administrative support to senior executives, ensuring seamless daily operations in a fast-paced mortgage tax and flood services environment. This role requires exceptional organizational skills, attention to detail, and the ability to handle confidential information with discretion. The Executive Assistant will manage calendars, coordinate meetings, prepare reports, and serve as a key liaison between executives and internal / external stakeholders. Additionally, the role involves supporting projects related to property tax services, compliance, and operational efficiencies within the mortgage industry.

Key Responsibilities :

  • Manage executive calendars, schedule meetings, and arrange travel.
  • Prepare reports, presentations, and documentation related to the real estate services industry, regulatory compliance, and business operations.
  • Act as a liaison between the executive team and internal / external stakeholders.
  • Handle confidential financial and operational documents with discretion.
  • Assist in preparing executive-level communications, emails, and correspondence.
  • Assist with special projects and administrative tasks as needed.
  • Track and follow up on key action items and deadlines for mortgage projects.
  • Coordinate industry events, conferences, and executive meetings.
  • Conduct research on industry trends, regulatory changes, and competitor analysis.
  • Assist with budget management, expense reporting, and invoice processing.

This position will perform other duties as assigned based on the needs of the department.

Core Competencies

  • Ability to prioritize and manage multiple tasks efficiently.
  • Excellent organizational and time management skills.
  • Strong attention to detail and accuracy.
  • Ability to meet tight deadlines in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Professional and diplomatic interaction with executives, clients, and stakeholders.
  • Ability to handle sensitive and confidential information with discretion.
  • Required Education & Experience

  • Bachelor's degree in Business Administration, Finance, or related field (preferred).
  • 3 years of experience as an Executive Assistant, preferably in the mortgage, banking, or financial services industry.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Excellent verbal and written communication skills.
  • Ability to multitask, prioritize, and work under tight deadlines.
  • High level of discretion and professionalism in handling confidential information.
  • Preferred Education & Experience

  • Experience supporting C-level executives in the mortgage or banking industry.
  • Salary range : $58,584 - $86,971

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    Salary : $58,584 - $86,971

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