Office Administrator and Executive Assistant at The Greystone Group LLC in southlake, Texas

Posted in Other 2 days ago.

Type: full-time





Job Description:

Greystone is looking for a well-organized Office Administrator and Executive Assistant to provide support for two executives including the founder and president as well as our managing director. This is a great opportunity to establish working relationships with high level executives and contribute to the overall efficiency of our organization. Greystone is committed to creating a culture where employees feel valued.

Greystone is considered a leading M&A advisor to the construction materials industry. In addition to our investment bank, we manage a private equity fund that invests in aggregate quarries. We are a small firm of 4 professionals and have been in business since 1996.

Office Administrator Skills and Qualifications:
  • Coordinate activities throughout the firm to ensure efficiency and maintain compliance with company policy
  • Manage agendas, travel plans, client meetings and appointments
  • Manage emails, letters, packages, phone calls and other forms of correspondence
  • Provide bookkeeping, A/R, A/P and financial reporting activities for the firm
  • Create and update databases and records for financial information, personnel and the CRM
  • Track and replace office supplies as necessary to avoid interruptions in office productivity
  • Assist colleagues with reports, proposals and presentations as needed
  • Manage the reception area and staff to ensure effective communication both internally and externally
  • Provide office guests with a hospitable experience
  • Supervise the maintenance of office areas, equipment, and facilities
  • Interact with IT, phone and building personnel as needed

Executive Assistant Skills and Qualifications:
  • Time management and ability to meet deadlines
  • Excellent verbal and written communication skills
  • Strong organizational skills and ability to multi-task
  • Ability to multi-task, organize and prioritize work
  • Proactivity and self-direction

Technical Skills:
  • Microsoft Office (Outlook, Word, PowerPoint, Excel, etc.) - Required
  • Claritysoft CRM - Ability to learn
  • QuickBooks - Ability to learn

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