Executive Assistant

The Context

The founder runs multiple real estate–adjacent businesses:

• Merit Mortgage
• JZ Home Buyers
• Clutch Lending

Same lane. Different speeds. Your role is to reduce drag.

This is not calendar babysitting. The calendar is manageable. The leverage is in email, to-do management, anticipation, and follow-through.

• Reads email and immediately knows what matters.
• Thinks two steps ahead without narrating your thoughts out loud.
• Prefers bullets over monologues.
• Enjoys quiet competence more than visibility.
• Can manage a few big rocks and several active threads without losing focus.
• Sees “support” as a strategic function, not a clerical one.
• Is comfortable being trusted with real responsibility—including access.
• Can detect and present issues with possible solutions.

• Email management and prioritization
• The founder’s to-do list and follow-through.
• Project tracking across 2–3 core initiatives and 5–10 active threads.
• Daily touchpoints with concise updates (bullets or brief verbal check-ins).
• Personal and business travel arrangements, and select personal logistics
• Light accounting and proforma/KPI management
• Light digital design: infographics, on-brand presentations, clean pitch decks.
• Maintaining and improving existing systems.

This is mostly internal support. Gatekeeping is mostly handled elsewhere.

• Google Workspace (Gmail, Calendar, Docs, Sheets)
• Spreadsheet fluency
• AI proficiency for research, writing, model building, and problem-solving.
• Eye for detail and basic design
• Bonus if you have experience with:
• Mortgage or lending workflows
• Oil & gas land work (transactional, detail-heavy environments)

You don’t need to be taught how deals move.

This role ramps fast.

As competence is demonstrated, decision authority will expand quickly. The goal is progression toward a Chief of Staff–style role, not permanent EA containment.

Long-term, you’ll be trusted with access… financial, digital, and operational—integrity matters. Discretion is assumed.

• Being task-oriented without context.
• Waiting for instructions instead of anticipating needs.
• Asking questions that basic research would answer.

Clarity & Thoughtfulness >
Chatter & Reaction

• Training materials provided; documentation and screen recordings.
• Ongoing availability from the outgoing EA.
• Expectation: you’ll never capture everything, but you’ll get close—and keep improving.

Success looks like:

• Email and to-do lists stay clean.
• The founder’s life is running on all cylinders because you anticipate needs
• Projects are moving without reminders.
• The founder spends more time on decisions, not tracking.
• The founder is a better leader because of the support you provide.

This is a long-term seat for the right operator. Quick, trusted, and highly leveraged. If that sounds like your lane, you’ll recognize yourself immediately.