Job Description:
Position Summary
The Executive Assistant will serve as a key administrative partner and trusted gatekeeper for the Leadership team. This role requires exceptional organizational skills, a high level of discretion, and the ability to manage a dynamic workload with competing priorities. Prior experience in real estate, private investment, or high-net-worth environments is strongly preferred.
Key Responsibilities
- Provide high-level administrative support to Principal(s) and senior management
- Manage complex calendars, schedule meetings, and coordinate travel arrangements (domestic and international)
- Prepare, edit, and proofread correspondence, investment reports, and presentations
- Support real estate transactions, including tracking deadlines, coordinating closings, and managing key documentation
- Liaise with external stakeholders (attorneys, brokers, property managers, consultants) on behalf of the office
- Maintain organized records of property holdings, contracts, and investment documentation
- Assist with personal matters, event planning, and household coordination as needed
- Handle confidential information with the utmost discretion
- Ensure office operations run smoothly; coordinate vendors and office supplies as necessary
Qualifications
- 5+ years of experience in an Executive Assistant or Chief of Staff capacity, ideally within real estate, finance, or family office settings
- Bachelor’s degree preferred
- Strong knowledge of real estate terminology and transaction processes a plus
- Proficiency in Microsoft Office Suite; familiarity with project management or CRM tools a bonus
- Impeccable organizational and multitasking abilities
- High level of professionalism and discretion
- Excellent written and verbal communication skills
- Self-starter mindset with a proactive, solution-oriented approach
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What We Do
CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.
Our mission is to help and educate our customers while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.
Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.
CNG Holdings Inc. core values ultimately define how we treat our customers and each other. We are:
• Inclusive: We are committed to creating environments that make all people feel welcomed, supported and valued; giving people the respect that is due them; being human and recognizing the humanity in others.
• Accountable: We do what we say we’re going to do. We take ownership for the quality of our individual work but also take pride in what we deliver as a team. We operate with honesty and integrity.
• Transparent: Share information. Share mistakes. Share victories. Trust is built through transparency.
• Focused: Work with a sense of urgency on the critical few. Everyone is responsible to own their focus area, so we deliver on the collective results through flowless execution. We’re empowered to make decisions which benefit the health of the company.
We demonstrate our commitment to being customer-centric by placing our customer at the center of all our communications, not ourselves.
