Flexible 3-5 Days / Week

JOB SUMMARY

Montgomery Capital Management is seeking a candidate to serve as a Office Administrator who will be responsible for providing support across a broad variety of business functions. The ideal candidate is a systematic and process-oriented thinker with impeccable intuition. They must have exemplary organizational skills and the ability to maintain a good balance among multiple priorities. This position will work closely with the company’s Management Team and General Partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES

-Serve as primary point of contact for the Montgomery Partners corporate headquarters in Mill Valley, CA.

-General office management and lead administrator for a team of 10 professionals.

-Act as a communications liaison between the company and various business service providers.

-Take thorough notes and create action items with deadlines to ensure items are accomplished in a timely manner.

-Create, edit, and proofread correspondence, reports, documents, and projects for both internal and external audiences.

-Ensure immaculate record-keeping and organization of company’s files.

-Track incoming emails and other company correspondence. Assist in file management and data entry.

-Analyze complex situations thoroughly in order to anticipate problems before they arise.

-Coordinate complex meetings, agendas, and materials for the company’s Principal. Help arrange logistics for appointments, meetings, and events for both business and family purposes.

-Administer company benefits program. Lead/participate in other ad hoc projects.

-Help manage Principal’s calendar and appointments as requested to ensure the day-to-day schedule runs smoothly.

-Independently prioritize and manage multiple tasks while satisfactorily meeting deadlines and desired outcomes.

QUALIFICATIONS, SKILLS, AND ABILITIES

-5 to 10+ years of experience at a real estate investment firm, private equity firm, fundraising organization, investment bank, or similar organization

-Proficiency with computer systems, Excel, calendar management. Yardi and AppFolio experience are a plus.

-Current Notary or the ability to become a Notary (at company’s expense) for occasional company business.

-A deep commitment to honest, ethical conduct in all dealings and an ability to adhere to the company’s core values. Highly motivated individual with demonstrated initiative, independence, and adaptability.

-Strong written and verbal communication skills. Ability to wear multiple hats, perform well under pressure, and self-initiate. Acute attention to accuracy and detail.

ABOUT US

Montgomery Partners, Inc. is a fully integrated real estate investment firm, founded in 1983, whose principals specialize in the identification, acquisition, renovation, and, through an affiliate, Montgomery Capital Management (MCM), the management of value-add multifamily investments. Our mission is to secure undervalued apartment properties in high-barrier-to-entry markets which yield maximum profitability for our private equity clients. MCM performs internal asset management functions and offers direct oversight of property repositioning using highly experienced on-site and regional managers, an accounting/financial staff, plus a hands-on administrative and investor relations support staff.

Montgomery Capital Management is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants for employment will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Montgomery Capital Management is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Montgomery Partners

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