HR Anew · 1 day ago
Executive Assistant
SOHO Realty and Mortgage Lending is a comprehensive real estate and mortgage service provider focused on bridging the wealth gap and promoting financial equality. The Executive Assistant to the CEO plays a crucial role in managing the CEO's calendar, communications, and operational needs while ensuring a high-quality experience for clients and stakeholders.
Human ResourcesManagement ConsultingProfessional Services
Responsibilities
Serve as the CEO’s right hand, anticipating needs and managing time, energy, and focus
Act as a gatekeeper and problem solver, addressing issues proactively
Manage a dynamic calendar, coordinate internal and external meetings, and prepare related documents
Plan and support logistics for expos, trade shows, and key speaking engagements (6–10 estimated annually in the Houston metro area)
Lead or coordinate internal initiatives that support operational efficiency and CEO priorities
Support content creation deliverables and oversee execution timelines
Ensure white-glove communication with clients, prospects, and alliances
Assist with client event planning, follow-ups, and data collection
Maintain brand-aligned, professional correspondence on behalf of the CEO
Respond to inquiries in a timely, respectful, and accurate manner
Create a seamless and high-quality experience for all stakeholders
Serve as a polished and trusted extension of the CEO in both internal operations and public-facing engagements, balancing confidentiality with visibility
Maintain and update the CEO’s dashboard, CRM (Follow Up Boss), and project tools (ClickUp)
Track leads, input data accurately, and support prompt follow-up
Coordinate task workflows and team accountability using ClickUp and Google Workspace
Support financial reporting, vendor management, and document compliance
Manage company documentation using a standardized digital filing structure
Continuously improve processes, templates, and administrative systems
Seek opportunities to create efficiencies and reduce manual effort
Maintain a growth mindset and openness to feedback
Engage in professional development and share insights to strengthen the organization
Actively contribute ideas to support SOHO’s mission and strategic goals
Qualification
Required
Bachelor's degree in business administration, psychology, communications, finance, or a related field required. Equivalent professional experience may be considered to substitute education
Minimum 3 years of experience in executive support, operations, or administrative management
Able to successfully complete a background check, including driving records, criminal, employment references, education, and social security
Must be authorized to work in the United States without requiring authorization sponsorship by the company for this position now or in the future
Emotionally intelligent, calm under pressure, and focused on solutions
Confident communicator with a professional and polished public presence
Exceptional organizational, administrative, and technical skills
Ability to manage up and provide structure to a visionary leader
Proactive and creative in identifying problems and implementing solutions
Able to maintain confidentiality and exercise sound judgment
Strong time management and multitasking capabilities
Technologically agile and comfortable learning new systems
Deep alignment with SOHO's mission of housing equity and financial empowerment, with a heart for serving others and a commitment to collaborative success
Microsoft Word, Excel, PowerPoint, Adobe
Google Workspace (Docs, Sheets, Calendar, Gmail, Drive)
Travel required for expos, trade shows, and special projects throughout the Houston metro area
Ability to read, analyze, and interpret documents such as policies, procedure manuals, research information, and review articles
Ability to speak effectively and present information to all levels of internal and external customers. Ability to author routine reports and correspondence
Ability to resolve and respond to common customer inquiries or complaints
Required to sit, stand, and use a computer for extended periods
Preferred
Industry experience in real estate, housing, or mortgage is strongly preferred. Experience in financial services, legal consulting, healthcare administration, or nonprofit executive support will also be considered
Demonstrated passion for housing equity, entrepreneurship, or financial empowerment
Project/task management tools (ClickUp strongly preferred)
CRM (Follow Up Boss strongly preferred)