The AM Agency
Executive Administrative Assistant

Executive Administrative Assistant to CBO

SUMMARY: The Corporate Development Assistant will report directly to the Chief Business Officer primarily in support of the company’s financing and investment activities and secondarily as Executive Assistant to the CBO. Located in 77058 Houston, TX and 91403 Los Angeles, CA

Note: Proof of COVID – 19 vaccination status (vaccination card) will be required for employment otherwise a request for medical or religious accommodation is necessary


• Accompany CBO to investor meetings and events to record critical details and action items

• Maintain the investor CRM, update with meeting summaries, and verify on-time follow up

• Prepare dossiers in advance of investor meetings

• Interface with company counsel and investor counsel in exchange for documents

• Ensure compliance with document distribution protocols

• Manage virtual data rooms and report on their usage

• Prepare weekly funding update

• Manage the investor CRM database

• Serve as Executive Assistant to the CBO

• Perform other duties as required

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

“This position has been posted at multiple levels. Depending on the candidate’s experience, requirements, and business needs, we reserve the right to consider candidates at any level for which this position has been advertised.” 

Education & Experience

• Bachelor’s degree in business, Finance, or related field of study and a minimum of 5-10 years of directly relevant experience

• CRM experience, Zoho preferred. Other relevant platforms include MS Dynamics and NetSuite

• Administrator-level experience with document sharing platforms such as DocSend and Intralinks

• Deep attention to detail in both writing and spreadsheets

• Demonstrated experience handling sensitive written and verbal information

• Investor relations experience a plus

Essential Functions

Work Environment: Generally, an office environment, but can involve inside or outside work depending on the task.


• Must be able to complete a U.S. government background investigation.

• Management has the prerogative to select at any level for which the position is advertised.

• Proof of U.S. Citizenship or US Permanent Residency is a requirement for this position.

 Physical Requirements

• Work may involve sitting or standing for extended periods (90% of the time). May require lifting and carrying up to 25 lbs. (5% of the time).

• Equipment and Machines

• Standard office equipment (PC, telephone, printer, etc.).


• Results-oriented personality, with a proactive and creative approach to problem-solving

• Strong interpersonal and business relationship skills, along with a clear partnership mindset and comfort working collaboratively in a team-based environment

• High personal and professional standards

• Demonstrated organizational skills

Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

• Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values

• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics

• Organizational Support – Follows policies and procedures; completes administrative tasks correctly and on time; supports organization’s goals and values; benefits organization through outside activities; supports affirmative action and respects diversity

• Communications – Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods

• Cost Consciousness – Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources

• Teamwork – Eager and able to work in a collaborative and cross-disciplinary fashion in a fast-paced, dynamic and deadline-oriented environment

Job Category: Administrative Professional
Job Type: Full Time
Job Location: Houston TX Los Angeles CA

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