Executive Assistant
Executive Assistant
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Job Description
EXECUTIVE ASSISTANT
About Broadwater Capital and the Opportunity
Headquartered in Fargo North Dakota Broadwater Capital is an alternative investment firm specializing in lowermiddle market companies across the greater Midwest. Founded in 2021 by Managing Partner Erik Barner following a 15year investment career in Minneapolis Chicago and Fargo the firm was built on the belief that strong partnerships drive longterm success. Recognizing the growing opportunity in the region particularly due to the limited presence of alternative investment firms outside major cities Broadwater Capital prioritizes peoplefirst investing partnering with mature companies and strong leadership teams that align with its mission vision and values.
Broadwater Capital is seeking an experienced Executive Assistant to support firm leadership by managing calendars travel and priorities while ensuring seamless communication with investors clients and stakeholders. This role requires discretion in handling confidential information overseeing office operations coordinating meetings and optimizing administrative systems. Additionally the Executive Assistant will drive project management CRM oversight and process improvements to enhance efficiency and support the firms strategic initiatives.
As a key collaborator to the Founder/Managing Partner the Executive Assistant will be instrumental in the seamless operation of daytoday activities and provide critical support in this dynamic entrepreneurial environment where no two days look the same.
KEY RESPONSIBILITIES TO ACHIEVE SUCCESS
The Key Accountabilities for the position include but are not limited to the following:
Executive Support
- Maintain strict confidentiality of highly sensitive and confidential information to preserve credibility and trust.
- Provide comprehensive support to firm leadership managing calendars scheduling meetings coordinating travel arrangements and proactivelyassisting with task management and prioritization to free up capacity for the Founder/Managing Partner.
- Draft prepare and edit correspondence presentations onepagers legal documents and internal communications in thefirm leaders voice ensuring accuracy specificity and timely responses.
- Serve as the primary point of contact between firm leaders and internal/external stakeholders providing thorough responsive communication.
- Actively manage and organize historical documents and notes integrating them into newly designed administrative systems.
- Proactively guide firm leadership in leveraging administrative support effectively including methods for delegation and priority management.
Office Management
- Assist with office operations ensuring all administrative functions are streamlined and efficient specifically by designing implementing and maintaining administrative systems and policies.
- Manage office supplies inventory coordinating timely orders.
- Coordinate firmwide logistics including travel scheduling and special projects such as the annual meeting.
Communication and Stakeholder Management
- Manage communication channels to ensure timely accurate and responsive interactions via email phone and other mediums.
- Cultivate and maintain strong relationships with stakeholders including investors clients and service providers serving as an effective liaison and ambassador for the firm.
- Maintain and update stakeholder correspondence and relevant details withinCRM software (DealCloud) becoming the domain expert in this system and customizing it for optimal usability.
- Develop and maintain structured systems for engagement with portfolio companies limited partners and fundraising activities to streamline communication and coordination.
Meeting Coordination
- Coordinate internal and external meetings conferences and investor briefings managing all aspects from premeeting planning and strategy to postmeeting followup and actionable next steps.
- Ensure seamless and followthrough effectively managing logistics and agendas tosupport clear communication and strategic alignment.
Project Management
- Undertake specific projects as assigned by firm leadership managing timelines resources and budgets effectively.
- Monitor project progress proactively address emerging issues promptly and provide comprehensive status updates.
- Initiate and lead process improvement initiatives document new procedures clearly and integrate appropriate technology solutions or thirdparty providers.
- Support investment sourcing initiatives by developing systems processes and logistical coordination to enhance direct relationshipbuilding efforts with business owners and intermediaries.
REQUIREMENTS OF THE POSITION
- Bachelors degree preferred in Business Administration Communication or related field or equivalent work experience
- 5 years of executivelevel administrative support preferably in professional services finance private equity or investment banking
- Proven ability to handle sensitive information with integrity and professionalism. Discretion and confidentiality are paramount.
- Exceptional written and verbal communication skills with the ability to draft correspondence presentations and reports and the ability to interact effectively with all levels of management and staff.
- Strong attention to detail and excellent time management skills with the ability to manage multiple priorities deadlines and stakeholders.
- Experience coordinating complex projects managing timelines and implementing process improvements.
- Strong interpersonal skills to build and maintain relationships with investors clients and executive teams.
- Proactive and resourceful in anticipating needs resolving issues and driving efficiency.
- Experience with CRM Software is a plus
COMPENSATION & BENEFITS
The comprehensive benefits package for this position includes:
- Competitive salary based on experience
- 401(k)
- Dental and Vision Insurance
- Health Insurance
- Life Insurance
- Paid time off
- Professional development assistance
THE SEARCH
Sagency an executive search and leadership consulting firm has been retained for this Executive Assistant search.
Sagencyconsultants will review and evaluate all interested parties to help the hiring team review a final group for consideration.
The search will be conducted in a professional manner and all potential candidates will be given consideration. Candidate conversations and information will be handled with great discretion and confidentiality.Sagencyand Broadwater Capital are equalopportunity employers.
If after reading this Opportunity Profile you feel that your experience skills and passion are a good match for the organization and this role we would like to engage with you. Please read below for the first part of the application and selection process.
Initial steps of the application and selection process:
Step 1: Interested candidates complete the online application.
- Upload your resume.
- The online application will be posted until the position is filled.
Step 2: A Sagency Executive Search Consultant may schedule an initial phone call with qualified applicants.
Step 3: A Sagency Executive Search Consultant will schedule a 60minute interview with select candidates.
Step 4: If you are selected and choose to move on to interviews with our client you will be asked to complete an online assessment.
Step 5: Firstround interviews with the client.
Thank you for your time and your interest in this role.
Employment Type
Full-Time
