Senior Administrative Assistant

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Job description

Cockrell Interests Overview

Cockrell Interests manages a diverse set of assets for the Cockrell family, including public security portfolios, private direct investments, and a variety of private funds in multiple industries. Cockrell offers both challenging and rewarding work, celebrates employees often, and is a great place to build a career.

Role Overview

The Senior Administrative Assistant will provide comprehensive administrative support to the Chief Investment Officers and Investment Team. This role requires a self-motivated individual with exceptional attention to detail, a strong focus on quality, high energy, and the flexibility to thrive in a fast-paced, deadline-driven organization. They must possess a proactive nature, have the ability to exercise strong "figure it out skills. This person must also have excellent time management and organizational abilities. Ultimately, the expectation is to seamlessly support the Chief Investment Officer and Investment Team to ensure that daily operations are smooth and effective.

Responsibilities

Assist CIO and Investment Team

Provide administrative assistance and support to CIO and Investment Team.

Manage multiple active calendars across the team.

Coordinate meetings and conference rooms; order any necessary food/catering.

Coordinate travel arrangements and process expense reports.

Prepare pertinent reports for weekly/monthly/quarterly meetings.

Manage excel spreadsheets, track, and input data, as well as tracking research and assisting with communication with investors and partners.

Manage New Investment Process & KYC

Coordinate with legal counsel, CIO, and CFO to complete execution of subscription documents and other legal materials (including real estate).

Manage investor/vendor relationships.

Create and circulate investment checklists to appropriate parties.

Provide Assistance to Accounting Team

Complete new bank account forms, as needed.

Enter new entities, vendors, subsidiaries, and accounts into NetSuite.

Complete new custodian and bank account forms.

Compile, print, and bind quarterly board materials.

Assist CFO with corporate insurance renewals.

Create Audit confirmation letters

General Administrative Support

Back up support to other Admin Team members as needed.

Register as ERT Team Member, Notary Public, & Fire Warden

Additional Projects/Duties that are assigned as needed.

What You'll Bring

Bachelor's degree

4+ years of administrative experience in a corporate environment

Self-motivated and accountable individual who is constantly looking to improve

Excellent organizational skills and the ability to effectively handle multiple priorities with a professional attitude

Demonstrate outstanding written and verbal communication skills with the ability to produce high quality emails and messages to individuals at all levels of the organization

Strong ability to multi-task and solve problems quickly, resourcefully, and competently

Strong time management, sound judgment, good prioritizing, and a team player

Willing to "lean in with a "no task is too small attitude

Tech Guru (specifically, Microsoft Suite)

Strong communication and time-management skills

Uncompromised reputation for discretion, honesty, and personal integrity

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