Office Manager & Personal Assistant- Eagle Rock, CA

Full-Time, Part-Time
Investment Services Group (ISG)
Posted 2 weeks ago

Lee & Associates Investment Services Group, Inc. is the investment advisory arm of Lee & Associates. Founded in 2008, the Investment Services Group is a real estate firm that leverages the Lee & Associates national platform for the benefit of its clients. We are looking for an individual to manage our team of brokers and agents.

The ideal candidate is a self-motivated team player with a desire to work in the commercial real estate industry. You must be highly organized, and able to handle multiple tasks in a fast-paced environment and have a can-do attitude. This individual must possess excellent presentation and verbal communication skills, phone etiquette and ability to prioritize.

Accounting Functions:

  • Facilitate Accounts receivables and process payables
  • Assist with processing commission payments
  • Bank account reconciliations using QuickBooks
  • Semi-monthly payroll and PTO tracking-if applicable
  • Manage Venture Capital database, and semi-annual distribution process
  • Annual W2 and 1099 preparation
  • Annual bonus calculations and distribution
  • Prepare year-end documentation for CPA review
  • Generate P&L statements and reports (i.e. balance sheet, income statement, budget analysis, etc.)

General Office Administration:

  • Maintain company files
  • Distribute mail and other materials to appropriate agents
  • Coordinate and schedule all meetings, lunches, and trainings, act as secretary and take minutes at each company meeting
  • Attend HR boot camp and maintain relationship with CalChamber
  • Attend Lee corporate functions and attend meetings specifically for all Lee Office Managers
  • Act as liaison with all vendors and technology providers
  • Order and maintain office and postage supplies
  • Troubleshoot any computer/telephone problems
  • Identify and develop new systems and programs to improve upon existing office operations

Sales Support:

  • Maintain Dealius database of listings and upcoming closings
  • Maintain database of closed transactions, and files to follow state regulations
  • Create specialized reports for agents and brokers, as needed
  • Work directly with agents to draft press releases for closed transactions

Marketing Support:

  • Coordinate and draft content for company social media pages
  • Schedule social media posts : Instagram, Twitter, Facebook
  • Create small graphics as needed for social media
  • Maintain advertising according to company budget
  • Maintain company website in
  • Order business cards, process print orders, and coordinate print orders with agents, as needed

Recruitment Support:

  • Assist in the placement of ads for recruitment of new agents
  • Maintain database of recruitment prospects

Programs Used:

  • Microsoft Word, Excel, PowerPoint, Outlook
  • Office365
  • SharePoint
  • Buildout
  • Various Internet Websites
  • Quickbooks
  • Dealius


  • Valid CA Real Estate License preferred (not required with relative experience)
  • Minimum 1-3 years Accounting experience
  • Advanced skills in MS Office (Excel, Word, PowerPoint)
  • Advanced knowledge and comfort level with office equipment (copiers, scanners, etc.)
  • Technologically savvy and ability to learn things quickly
  • Must be organized and have the ability to prioritize and handle multiple projects at one time
  • Must have ability to handle pressure situations and meet difficult deadlines
  • Strong oral and written communication skills

Location: Eagle Rock, CA

Job Features

Job CategoryAdministrative, Operations & Staff, Transaction Management
Annual SalaryNegotiable

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