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Executive Assistant - Bookkeeper

Company:
Perry Homes
Location:
Houston, TX, 77020
Posted:
May 07, 2024
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Description:

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

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