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Full-Time

Executive Assistant to the CFO

Confirmed live in the last 24 hours

Crestline Investors

Crestline Investors

Mid, Senior

Fort Worth, TX, USA

Category
Executive Support
Administrative & Executive Assistance
Administrative Support
Required Skills
Communications
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Business Administration or related field preferred.
  • Extensive experience as an executive assistant or in similar administrative roles.
  • Strong understanding of office management systems and procedures.
  • Proficient in MS Office, with advanced capabilities in Excel, Word, and PowerPoint.
  • Exceptional organizational, time management, and planning skills.
  • Ability to multitask and prioritize in a dynamic environment.
  • High level verbal and written communication skills.
  • Must be discrete with the ability to maintain confidentiality.
Responsibilities
  • Manage the CFO's calendar, including scheduling, travel arrangements, and meeting planning.
  • Prepare, edit, and manage the distribution of correspondence and presentations.
  • Handle incoming and outgoing communications and manage documentation.
  • Organize and maintain files and records, ensuring accuracy and confidentiality.
  • Assist in scheduling and organizing internal and external meetings, including for: Audit processes, Valuation reviews, Administrative coordination, Board meetings related to Audits.
  • Manage meeting room reservations and desk reservations using tools like Robin.
  • Organize and coordinate meeting materials and guest logistics.
  • Scan accounting-related materials, including monthly financial packages.
  • Manage the collection of audit confirmations and relevant contact information.
  • Bind and prepare presentation materials.
  • Oversee the secure destruction of confidential documents.
  • Handle incoming and outgoing mail and ensure timely distribution.
  • Oversee the inventory of office supplies and manage new account orders.
  • Provide support for unexpected tasks and project-based work.
  • Assist with travel bookings and the preparation of expense reports.
  • Plan and coordinate departmental events.
  • Review and improve operational practices.

Company Stage

N/A

Total Funding

$972M

Headquarters

Fort Worth, Texas

Founded

N/A

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Simplify's Take

What believers are saying

  • Crestline's diverse portfolio offers employees exposure to a wide range of industries and innovative companies.
  • The firm's substantial investments in high-growth sectors like AI-powered financial crime compliance and value-based healthcare indicate strong growth potential.
  • Crestline's strategic partnerships and acquisitions provide opportunities for professional development and career advancement.

What critics are saying

  • The broad investment strategy may lead to overextension and difficulty in managing diverse assets effectively.
  • Economic downturns or market volatility could impact the performance of Crestline's credit-focused investments.

What makes Crestline Investors unique

  • Crestline Investors focuses on credit-focused investments and alternative asset management, setting it apart from traditional equity-focused firms.
  • Their strategic investments in diverse sectors such as regtech, healthcare, and fintech demonstrate a broad and adaptive investment strategy.
  • Crestline's ability to provide significant funding, as seen with Napier AI and Genuine Health Group, highlights their financial strength and commitment to growth.