Royal Pacific Funding
Executive/Personal Assistant to the CEO
Royal Pacific Funding, Newport Beach, California, us, 92659
Direct message the job poster from Royal Pacific Funding
We are a rapidly growing wholesale mortgage loan lender based in Newport Beach, CA, serving independent mortgage brokers, loan officers, and loan originators. We offer a range of innovative mortgage solutions including zero down FHA home loans and loans tailored to self‑employed borrowers.
Job Description:
We are looking for a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize our executives’ time. The ideal candidate will be proactive, detail‑oriented, and able to manage multiple tasks simultaneously. Some accounting experience is a preferred.
Responsibilities
Manage and maintain the CEO's personal and professional calendar, scheduling meetings and appointments.
Prepare, review, and respond to correspondence, presentations, and reports.
Coordinate travel arrangements and accommodations.
Act as a liaison between the CEO and internal departments.
Assist with special projects as directed.
Assist with CEO’s personal family errands, commitments, and appointments.
Drive for personal errands and occasional family‑related appointments; valid driver’s license required.
Maintain personal financial records in QuickBooks.
Prepare monthly personal financial statements.
Prepare checks from various accounts, both personal and organizational.
Manage and maintain payments for specific projects and initiatives.
Coordinate transportation and attend medical appointments.
Handle miscellaneous personal errands and tasks.
Qualifications
Familiarity with Microsoft programs such as Outlook and Excel.
Excellent written and verbal communication skills.
Ability to multitask and prioritize tasks effectively.
Discretion and confidentiality are essential.
Accounting experience or familiarity with financial record‑keeping is preferred.
Valid driver’s license and ability to drive for errands and family‑related appointments.
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We are a rapidly growing wholesale mortgage loan lender based in Newport Beach, CA, serving independent mortgage brokers, loan officers, and loan originators. We offer a range of innovative mortgage solutions including zero down FHA home loans and loans tailored to self‑employed borrowers.
Job Description:
We are looking for a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize our executives’ time. The ideal candidate will be proactive, detail‑oriented, and able to manage multiple tasks simultaneously. Some accounting experience is a preferred.
Responsibilities
Manage and maintain the CEO's personal and professional calendar, scheduling meetings and appointments.
Prepare, review, and respond to correspondence, presentations, and reports.
Coordinate travel arrangements and accommodations.
Act as a liaison between the CEO and internal departments.
Assist with special projects as directed.
Assist with CEO’s personal family errands, commitments, and appointments.
Drive for personal errands and occasional family‑related appointments; valid driver’s license required.
Maintain personal financial records in QuickBooks.
Prepare monthly personal financial statements.
Prepare checks from various accounts, both personal and organizational.
Manage and maintain payments for specific projects and initiatives.
Coordinate transportation and attend medical appointments.
Handle miscellaneous personal errands and tasks.
Qualifications
Familiarity with Microsoft programs such as Outlook and Excel.
Excellent written and verbal communication skills.
Ability to multitask and prioritize tasks effectively.
Discretion and confidentiality are essential.
Accounting experience or familiarity with financial record‑keeping is preferred.
Valid driver’s license and ability to drive for errands and family‑related appointments.
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