Executive Assistant (Project Manager w/CRM Experience )

Job Description

AST Defeasance and Rate Cap Advisors is a leading commercial real estate financial products consultant. Since opening in 2006, AST has rapidly grown to become the largest consultant on defeasance and derivative transactions, hired by thousands of the largest real estate owners in the country annually. Our sales team has closed more than 25,000 transactions totaling in excess of $100 billion. No other company can combine ingenuity, know-how and customer service like AST.

Job Description

Manage and respond to emails on behalf of the executive

Provide phone support, including screening and directing calls

Work on projects pertaining to customer updates within the CRM system

Schedule meetings, appointments, and travel arrangements

Assist with sales calls, including notetaking, follow-ups, and scheduling client meetings

Prepare reports, presentations, and other business documents

Handle confidential information with discretion

Perform other administrative duties as assigned

Qualifications

Minimum of five years of experience within an executive level support role

Experience with a CRM software like Salesforce and/or Hubspot preferred

Strong communication and interpersonal skills, particularly in a client-facing capacity

Experience handling sales calls or supporting sales teams is a plus

Proficiency in Microsoft Office and other relevant business software

Ability to work independently and efficiently in a small office environment

Additional Information

Compensation: $65-85K

Full-time