Executive Assistant (CRM & Relationship Management) – Miami, FL

Our client is seeking a polished and highly organized Executive Assistant to support the CEO of an ultra-luxury real estate development brokerage and capital placement firm as well as its family office affiliate based in Miami. This is a high-touch client-facing role focused on execution and relationship management.

The ideal candidate is proactive detail-oriented and highly intuitive with a strong ability to anticipate needs and operate seamlessly in a fast-paced high-expectation environment. They will have experience operating at the intersection of business development and operations serving as the person responsible for keeping a principals pipeline organized driving follow-through and ensuring opportunities relationships and transactions continue progressing.

This role is heavily centered on CRM management pipeline oversight relationship management and accountability across multiple priorities and stakeholders.

• Provide high-level administrative and operational support across day-to-day activities.

• Own and actively manage the CEOs deal and relationship pipeline within CRM (Attio) and AI tools ensuring opportunities relationships and transactions are accurately tracked and progressing.

• Drive follow-up priorities and serve as a central point of accountability for deal flow ensuring timely execution of action items contracts offers market analyses and key deliverables.

• Maintain CRM data integrity relationship tracking and pipeline visibility across multiple business lines.

• Manage the CEOs calendar including scheduling meeting coordination and prioritization.

• Prepare agendas briefing materials and meeting follow-up action items.

• Serve as a gatekeeper and liaison to clients investors brokers partners and external stakeholders.

• Manage client-facing interactions ensuring a seamless high-touch experience.

• Prepare the CEO for meetings with relevant materials context and next steps.

• Coordinate travel arrangements and itineraries as needed.

• Anticipate needs troubleshoot issues and manage last-minute changes with efficiency.

• Represent the CEO with professionalism in all written and verbal communications.

• 5 years of experience as an Executive Assistant supporting a C-level executive founder or UHNW principal.

• Experience within real estate private equity investment firms wealth management family offices or similar high-touch professional environments preferred.

• Demonstrated experience managing pipelines driving follow-up and coordinating multiple stakeholders to move opportunities transactions or relationships forward.

• Polished professional and confident in high-touch client-facing environments.

• Strong communication skills with excellent judgment and the ability to read a room.

• Tech-savvy with proficiency in CRM systems and comfort utilizing AI tools.

• Bilingual Spanish preferred but not required.

• Must be authorized to work in the United States.

• Must pass a background check and provide verifiable references.