HB Capital · 7 hours ago
Executive Assistant Office Manager
HB Capital is a leading national capital advisory firm specializing in debt and equity capital placements for commercial real estate investors and developers. They are seeking a highly organized Office Manager / Operations Lead to manage communications, operations, CRM, and administrative logistics, allowing leadership to focus on growth and strategy.
Financial Services
Responsibilities
Manage all incoming messages (email, text, DMs, phone calls)
Answer and route inbound phone calls professionally
Book meetings, manage calendars, coordinate travel and flights
Organize Dropbox and internal documentation
Assist with processing real estate closings and transaction coordination
Support leadership with day-to-day execution and prioritization
Add and manage leads in the CRM
Ensure all leads are followed up with promptly
Audit CRM activity and hold team members accountable to updates
Follow up internally to confirm meetings, notes, and next steps are logged
Help maintain clean, accurate data and workflows
Create Canva flyers and marketing materials
Schedule and post content to social media platforms
Write, schedule, and send newsletter and email campaigns
Assist with content coordination and brand consistency
Hire, onboard, and manage virtual assistants
Audit VA hours, performance, and deliverables
Create SOPs, task lists, and performance standards
Manage projects across internal team members and contractors
Coordinate with vendors and service providers
Explore, test, and implement new AI tools and automation
Improve workflows, systems, and internal efficiency
Identify bottlenecks and proactively propose solutions
Qualification
Required
Experience: Office Manager/ Executive Assistant: 2 years (Required)
English (Required)
Exceptionally organized with strong attention to detail
Clear, professional communicator (written and verbal)
Comfortable managing multiple priorities without dropping balls
Tech-savvy (CRM, Google Workspace, Canva, Dropbox, scheduling tools)
Confident managing people, projects, and deadlines
Discretion, integrity, and professionalism are non-negotiable
Preferred
Experience in real estate, finance, or entrepreneurship is a plus — not required
Benefits
Flexible schedule
Paid time off
Company
HB Capital
At HB Capital, we specialize in debt & equity capital placements for commercial real estate investors and developers across the country.
Funding
Current Stage
Early StageCompany data provided by crunchbase