Greystone

Executive Assistant

Greystone$110K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience as an Executive Assistant or comparable role supporting a senior executive.
  • Ability to balance both business and personal responsibilities in a 50/50 split.
  • Demonstrated reliability with a track record of promptly addressing issues before they escalate.
  • Exceptional organizational skills and strong judgment for discretion and prioritization.
  • Excellent written and verbal communication skills with strong interpersonal abilities.
  • Curious and process-oriented with interest in optimizing workflows and finding solutions.
  • Tech-savvy with advanced Microsoft Office/Teams skills and a willingness to learn new software.

Responsibilities

  • Manage a dynamic calendar balancing business, personal, and family commitments, acting as a confident gatekeeper.
  • Prepare executive for meetings with relevant materials and follow-up tracking.
  • Coordinate logistics for business and personal travel, ensuring all details are in order.
  • Draft correspondence, presentations, and reports, managing the executive's inbox effectively.
  • Process invoices and expenses while handling necessary insurance and personal forms.
  • Track deadlines and responsibilities for ongoing projects and special business initiatives.
  • Produce the Origination Podcast and manage Salesforce reporting effectively.

Benefits

  • Discretionary bonus based on performance during annual reviews.
  • Opportunities for professional growth within a supportive team environment.
  • Exposure to high-level executives and role diversification across business and personal tasks.
Full Job Description
Greystone is seeking an experienced, highly organized Executive Assistant to support a senior executive who leads one of the firm's multifamily and healthcare lending platforms, with 120 team members. This is a high-trust role that blends executive business support with personal assistance in an approximately 50/50 split. The ideal candidate treats the work as a craft - proactive, discreet, and equally comfortable navigating complex business priorities and personal or family logistics, while also being a warm, visible presence for the broader team.

Primary Responsibilities

  • Manage a complex, frequently shifting calendar spanning business, personal, and family commitments; serve as a thoughtful and confident gatekeeper who protects the executive's time and prioritizes competing demands.
  • Prepare the executive for meetings (background materials, agendas, follow-up items); attend select meetings to take notes and track action items to completion.
  • Coordinate business and personal travel, meetings, and event logistics, including preparing materials and agendas and tracking follow-up items.
  • Manage inbox and draft correspondence, presentations, and reports on the executive's behalf; prioritize and categorize emails, ensure timely follow-up.
  • Process business and personal expenses, invoices, and approvals; handle insurance submissions and other personal forms.
  • Support ongoing projects and special business initiatives, by tracking deadlines, next steps, and responsible parties.
  • Produce the Origination Podcast (recording, editing, publishing) and manage Salesforce reporting.
  • Communicate weekly platform updates to leadership (CEO, chiefs of staff) and maintain a shared project tracker (e.g., Microsoft Planner).
  • Coordinate platform events with Marketing team, plus organize occasional ad-hoc local events.
  • Support onboarding logistics for new hires.
  • Serve as a warm, visible presence on the floor - helping new employees settle in, building relationships, and surfacing morale or dynamics worth knowing about.
  • Handle sensitive business and personal information with discretion and take ownership of ad hoc projects as they arise.


Requirements

  • 5+ years as an Executive Assistant, Personal Assistant, or comparable role, including experience supporting a senior executive or demanding principal.
  • Willingness to support both business and personal matters in an approximately 50/50 split.
  • Strong employment history reflecting reliability and longevity, with a proven track record of following through quickly and flagging issues before they become problems.
  • Exceptional organization, time management, and judgment - sound instincts for discretion, priorities, and calm execution under shifting plans.
  • Excellent written and verbal communication skills, strong interpersonal instincts, and the ability to build relationships with individuals at all levels.
  • Curious, warm, and process-minded ---genuinely interested in the business, always looking for smarter ways to do the work, and comfortable turning a rough idea into a structured plan.
  • Experience working in an organization that runs on EOS (Entrepreneurial Operating System) is a plus.
  • Comfortable working independently, taking ownership from beginning to completion, and shifting between high-level business projects and practical personal requests.
  • Adaptable and team-oriented, with a willingness to take on responsibilities of varying scope and the confidence to help keep the executive aligned with established priorities.
  • Tech-forward - advanced Microsoft Office/Teams skills, genuine interest in using AI to work smarter, and quick to learn new systems (Workday experience a plus).


Greystone offers a competitive base salary and bonus. The base salary range for this position is $110,000 to $120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans."

RECRUITMENT SPAM:

Greystone posts open roles only on our official Careers page at Greystone.com and on our Greystone LinkedIn page. We communicate with candidates exclusively through [redacted].com email addresses and our verified LinkedIn company page.

We will never request payment, fees, gift cards, or sensitive personal or financial information outside of a formal hiring and onboarding process, and we do not conduct interviews solely via text message or messaging apps.

If you are contacted by someone claiming to represent Greystone and suspect the communication may be fraudulent, please do not respond.

Instead, report the incident through the "Contact Us" form on Greystone.com and notify the platform where the contact occurred.

Greystone does not authorize or endorse communications from individuals falsely representing our organization.

About Greystone

Greystone is a real estate lending, investment, and advisory company. The company was founded in 1988 and has since grown to have over 500 employees. Greystone provides a range of services including lending, investment, and advisory services for real estate projects. The company has a focus on affordable housing and has been involved in the financing of over 200,000 affordable housing units. Greystone has offices in New York, Los Angeles, and other locations throughout the United States.
Learn more about Greystone
Size
500 employees
Industry
Founded
1988

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