Executive Assistant Details:

• Direct Hire position
• $90,000.00 to $95,000.00 /annually
• First Shift (Monday through Friday)

Executive Assistant CAO Responsibilities

• Assist in the management of the daily calendar, reserving conference rooms and understanding tech requirements.
• Office and executive support - document organization, agenda prep, catering, travel and meal coordination.

VP Responsibilities (6 VPs)

• Expense reimbursements

Team Responsibilities

• Help plan team celebrations.
• Manages gift card tracking
• Receive / open mail /prepare FedEx packages

Human Resources Coordination

• Support logistics for HR team meetings, leadership meetings, trainings, and team member Events.
• Process HR related invoices and contract administration
• Support onboarding logistics for new hires
• Coordinate team member recognition, engagement and culture initiatives
• Coordinate the annual new hire training event
• Coordinate company-wide HR programs and communications

Investor Relations Coordination

• Maintain organization of the Investor Portal.
• Conduct regular audits of entire database.
• Establish & manage processes for distribution of all quarterly/annual reports, capital account statements, distribution mailings, capital funding requests.
• Manage and coordinate yearly investor distributions for tax purposes such as 1099’s, K-1s and

Tax Accounting Coordination

• Assist in receiving requests, validating accuracy and gathering signatures for Form W-9.
• Manage the tracking and mailing of tax returns.
• Maintain legal entity, tax identification, and state registration databases.

Treasury Management Coordination

• Prepare and manage the setup of new bank accounts.
• Maintain existing bank accounts.
• Administer and maintain user access across multiple banking platforms.
• Coordinate electronic payments.