Greenway Plaza's Phoenix Tower in Houston's Upper Kirby neighborhood.
The Executive Assistant - Bookkeeper will provide high-level administrative support for the family office team, as well as bookkeeping for the family's various entities.
Essential Duties and Responsibilities * Calendar Support - Managing the team's schedule, including arranging meetings, setting up conference rooms, and any other meeting related needs.
* Travel Support - Arranging travel plans, including researching, confirming and booking all travel.
* Expense tracking and reporting - Preparing expense reports and gathering support documentation utilizing TripIt and SAP Concur.
* Bookkeeping - Bill Pay, booking monthly transactions, and putting together financial packages for 20+ entities.
The bulk of the transactions are related to a portfolio of marketable securities and private equity.
* Family Budgeting - Helping create and manage budgets for family members and related tracking.
* Insurance - Facilitate annual renewals for family's personal insurance.
* Troubleshooting any issues as they arise.
* Administration - Organizing, sending and receiving documents.
Setting up digital files and SharePoint site.
Setting up initial secure file transfer portals.
* Special Projects - The ability to take a project from start to finish based on given direction.
Job Competencies * Organizational Skills * Flexibility * Attention to Detail * Initiative * Time Management * Critical Thinking * Confidentiality * Communication/Building Relationships Qualifications * High school diploma or equivalent required.
College degree preferred.
* Requires at least 5 years of executive level support experience or a similar role.
* Strong bookkeeping skills, with experience in accounting software.
Sage products are a plus.
* Excellent organizational and time management skills.
* Strong communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Proactive, critical thinking - ability to work with little direction.
* Discretion and confidentiality essential.
* Proficiency in Microsoft Office Suite, especially Excel.
Proficiency in Cava a plus.
Full Benefits Package * Health, Dental & Vision * 401(k) * Life, Short-Term and Long-Term Disability Insurance * Employee Assistance Program * Health Savings Account * Holidays * PTO Leave * New Home Discount * Perry Homes Family College Fund * Pet Discount Program * Note to job seekers: Your resume will be reviewed as the best qualified candidates will be contacted in the event that there is potential match* Perry Homes is an Equal Opportunity Employer