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Executive Virtual Assistant

Roles & Responsibilities

  • 3–8 years of experience in administrative, property, or finance support roles
  • Strong proficiency in Microsoft Excel and document management systems
  • Experience liaising with industry professionals and stakeholders
  • Excellent written communication skills

Requirements:

  • Portfolio Administration: maintain asset registers and reporting dashboards; monitor lease renewals; coordinate with property managers and external service providers; track insurance policies and compliance deadlines
  • Financial Coordination: assist with banking documentation; maintain facility summaries and related financial records; track interest rates, loan maturities, and covenant requirements; prepare quarterly financial summary packs and supporting documentation
  • Development Administration: provide administrative support for project entities; track consultant appointments and contractual agreements; maintain project cost schedules and documentation; coordinate approvals, correspondence, and project-related communications
  • Governance & Professional Liaison: serve as central coordination point for industry professionals and advisors; schedule meetings and prepare relevant documentation and materials; maintain records of investment decisions and resolutions; assist in quarterly review and reporting materials

Job description

Position Overview

The Executive Virtual Assistant/Administrative & Operations Coordinator will serve as the first internal administrative appointment and act as the operational anchor of the platform. This role provides structured and high-level administrative support across portfolio management, financial coordination, development administration, governance, and professional liaison.

This position requires a high degree of discretion, accuracy, professionalism, and the ability to execute responsibilities calmly within a private capital environment.

Key Responsibilities

1. Portfolio Administration

  • Maintain and update the asset register and reporting dashboards.

  • Monitor lease agreements, renewals, and rental summaries.

  • Coordinate with property managers and external service providers.

  • Track insurance policies and critical compliance deadlines.

2. Financial Coordination

  • Assist with preparation and submission of banking documentation.

  • Maintain facility summaries and related financial records.

  • Track interest rates, loan maturities, and covenant requirements.

  • Prepare quarterly financial summary packs and supporting documentation.

3. Development Administration

  • Provide administrative support for project entities and related documentation.

  • Track consultant appointments and contractual agreements.

  • Maintain project cost schedules and documentation.

  • Coordinate approvals, correspondence, and project-related communications.

  • Answer and screen incoming calls professionally.

4. Professional Liaison

  • Serve as a central coordination point for industry professionals and advisors.

  • Schedule meetings and prepare relevant documentation and materials.

5. Governance Support

  • Maintain records of investment decisions and resolutions.

  • Track capital allocations and related documentation.

  • Assist in preparing quarterly review and reporting materials.

Candidate Profile

The ideal candidate will demonstrate the following attributes:

  • Highly organised and structured approach to work

  • Strong attention to detail and accuracy

  • Comfortable handling financial documentation

  • Discreet, professional, and trustworthy

  • Calm under pressure

  • Capable of working independently with minimal supervision

Experience in property, accounting, legal administration, or family office environments will be highly regarded.

Skills & Experience

  • 3–8 years of experience in an administrative, property, or finance support role

  • Strong proficiency in Microsoft Excel and document management systems

  • Experience liaising with industry professionals and stakeholders

  • Excellent written communication skills

  • Understanding of trusts and corporate structures (advantageous)

  • Strong IT proficiency and experience using relevant software systems

  • Experience with Xero accounting software is preferred

Reporting Structure

This role reports directly to the Chairman.

As a trusted position within a private capital platform, the successful candidate must demonstrate discretion, integrity, and professionalism at all times.

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