Executive Assistant - Real Estate

About this role

About the Role We are looking for a reliable, organized, and proactive Executive Partner to support two real estate professionals across their businesses. The role focuses on administrative support, CRM management, email and calendar management, scheduling, and task follow-up. The ideal candidate can understand the context and intent behind a request, take the appropriate next step, and follow through without needing constant step-by-step instructions.

Key ResponsibilitiesAdministrative & Executive Support Manage emails, calendars, and appointments Schedule meetings and calls Coordinate with clients, agents, and business partners Track and follow up on action items Organize information and administrative tasks Provide general operational support to the executives Email & Communication Monitor and organize incoming emails Identify urgent or important requests Draft responses when needed Track pending requests and follow-ups Ensure important tasks from emails are completed Communicate through email, Google Chat, and text CRM Management Update and organize contact information Maintain accurate CRM records Support client and agent communications Assist with basic CRM workflows Primary CRM: Bold Trail – experience is strongly preferred.

Secondary CRM: GoHighLevel – used primarily for agent-facing activities. Candidates without Bold Trail experience may still be considered if they have strong CRM experience and can learn new platforms quickly. Scheduling & Calendar Management Schedule and reschedule meetings Coordinate availability Send calendar invitations and meeting links Manage reminders and follow-ups Keep calendars accurate and organized Event & Training Support Assist with scheduling training sessions and events Coordinate event communications Send reminders Track attendees when needed Handle administrative follow-ups Task Management Tasks may come from emails, meetings, Google Chat, text messages, calendars, or direct requests.

The Executive Partner should be able to identify: What needs to be done → What is needed → What the next step is → When it needs to be completed Tasks will primarily be managed through Asana. Requirements Strong written and verbal English Excellent English comprehension Strong organizational and time-management skills Excellent attention to detail Reliable follow-through Ability to manage multiple priorities Ability to work independently Comfortable using email, chat, and other digital tools Tech-savvy and willing to learn new systems Ability to understand context and ask questions when clarification is needed Preferred Executive Assistant or Administrative Assistant experience Real estate experience CRM experience Bold Trail experience GoHighLevel experience Asana experience Email and calendar management experience Scheduling or event coordination experience Experience supporting executives or multiple businesses Ideal Candidate We are looking for someone who is: Organized – keeps tasks and information in order Proactive – follows up without constant reminders Detail-oriented – catches important information and deadlines Communicative – provides updates and asks questions when needed Adaptable – learns new tools and processes quickly Tech-savvy – comfortable working across multiple platforms Dependable – follows through on commitments Context-aware – understands the purpose behind a request Independent – can take ownership of tasks with minimal supervision Tools Bold Trail – Primary CRM GoHighLevel – CRM / agent support Asana – Task management Google Calendar – Scheduling Google Chat – Communication Email – Communication and task management Text – Communication Experience with every tool is not required.