Executive Business Administrator jobs in United States
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Panorama Mortgage Group · 12 hours ago

Executive Business Administrator

Panorama Mortgage Group is seeking an Executive Business Administrator who will integrate administrative support with executive strategy. The role involves managing the executive’s calendar, preparing documents, overseeing logistics for meetings, and ensuring compliance and operational efficiency within the executive office.

Financial Services

Responsibilities

Manage and prioritize the executive’s calendar, including scheduling meetings, appointments, and travel arrangements to ensure optimal use of time
Prepare and edit presentations, reports, and documents to support executive decision-making and communication
Coordinate and oversee logistics for executive meetings and events, including venue selection, attendee management, and technology setup
Manage expense reports and budget tracking for the executive office, ensuring accurate and timely financial reporting
Coordinate the distribution and upload of investor materials, including statements, tax documents, quarterly financials, and asset updates
Oversee special projects and initiatives as directed by the executive, including research, analysis, and cross-functional coordination
Handle incoming and outgoing communications on behalf of the executive, ensuring clear, professional, and timely correspondence
Organize and maintain digital and physical files and records for efficient information management
Maintain accurate and up-to-date investor records in the investor portal, including personal information, distribution preferences, and key documentation
Oversee and review all yearly recertifications for approved investors, warehouse banks, and insurance partners to ensure compliance
Ensure adherence to internal policies, procedures, and documentation standards across executive and investor-related activities
Identify opportunities to improve executive workflow, communication processes, and operational efficiency
Support strategic initiatives involving investors, financial partners, and external stakeholders
Assist in developing and refining investor communication materials to align with evolving business goals and market expectations
Proactively anticipate executive and investor needs and recommend process or system enhancements
Act as a liaison between the executive, internal teams, and external contacts to facilitate clear communication and timely project completion
Collaborate closely with senior executives and their assistants, building strong working relationships across leadership teams
Build and maintain strong relationships with investors, serving as a trusted and responsive point of contact
Manage and tailor communication materials for existing investors to ensure clarity, consistency, and engagement
Oversee office facilities, including budget management
Coordinate vendors for office equipment repairs and preventative maintenance
Maintain inventory of office supplies, coffee, beverages, and snacks
Proactively collaborate with other offices and sites, overseeing facility and budget management
Additional administrative tasks, as assigned

Qualification

MS Office suite10 years executive supportBilingual (English/Spanish)Customer service skillsTime managementOrganizational abilities

Required

High school diploma required
Minimum of 10 years of previous experience supporting executives
Proficiency in MS Office suite
Excellent time management, verbal, and written communication skills
Strong organizational abilities with attention to detail
Highly organized and adept at multitasking in a fast-paced environment
Professional demeanor with exceptional customer service skills
Ability to work independently and meet deadlines
As needed travel internationally between United States and Mexico to meet business needs

Preferred

Some college preferred
English preferred, Bi-Lingual (English/Spanish) desired

Company

Panorama Mortgage Group

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Panorama Mortgage Group is a financial services company.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Madiedo
Chief Executive Officer
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Company data provided by crunchbase