Essex Financial Services is a boutique commercial mortgage servicer based in Denver, CO, managing $10 billion in assets across 1,200 loans for ~50 institutional clients. Essex specializes in servicing, draw reviews, collateral surveillance, and mortgage asset management, delivering precision and relationship-driven service. As Essex prepares for its next chapter, leadership is focused on scaling smartly through technology, talent development, and strategic alignment--without losing its boutique DNA.
Summary
Provide executive assistance to company leadership and support the broader team. The successful candidate is a self-starter who can anticipate needs, manage multiple priorities, and maintain confidentiality in a fast-paced environment. They will enable all supported positions to operate more efficiently by managing administrative, organizational, marketing, and operational tasks.
Essential Duties & Responsibilities
Office Operations
Support office operations, including supplies, vendor relations, and general organization
Coordinate new hire orientation with Human Resources and staff
Point of contact with building ownership/management (announcements, changes, tickets, etc.)
Administrative
Arrange travel plans and itineraries for leadership team, including logistics for domestic travel
Schedule and calendar management for leadership team including preparation of agendas briefing materials and follow-ups for meetings
Complete and process expense reports with accuracy and timeliness adhering to company guidelines
Coordinate, design, and negotiate costs for company events and parties, overseeing all aspects from concept to successful event execution
Responsible for postage, mail, and packages
Monitor general email inbox and disseminate information as needed
Marketing & Training
Assist with creating new and refining existing marketing materials
Work with website vendor to update company website
Organize training for the staff through MBA, CREFC, and other third-parties
Project, Compliance, and IT Support
Oversee monthly, quarterly, and annual reporting to clients
Assist in new client onboarding, organization of incoming files, and loan boarding (when applicable)
IT support coordination
Handle state compliance requirements and deadlines
Manage third-party vendors and coordinate payments with accounting
This list is not exhaustive; other job-related duties may be assigned as needed.
- Can assimilate numerous pieces of information to complete requested tasks on time and without error
Planning/Organizing
- Prioritizes and manages multiple tasks effectively; uses time efficiently
Ethics
- treats people with respect; keeps commitments; inspires the trust of others; works with honesty, integrity and ethically; upholds organizational values
Organizational Support
- Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values
Adaptability
- Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation or project; able to deal with frequent change or unexpected events
Judgement
- Exhibits sound and accurate judgement; includes appropriate people in decision making process; makes timely decisions
Professionalism
- Treats others with respect and consideration regardless of status or position; accepts responsibility for own actions; follows through on commitments
Quality
- Demonstrates accuracy and thoroughness; applies feedback to improve performance; monitors own work to ensure quality
Dependability
- Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; completes tasks on time or notifies appropriate person with alternate plan
Word, Excel, PowerPoint, Outlook
- Proficient using basic Microsoft Office programs.
Artificial Intelligence
- Experience with CoPilot
Qualifications
Four-year college degree or two-year technical degree preferred
2+ years in similar positions required
Strong written and verbal communication skills
Reasoning and problem-solving skills
Professional attire and demeanor
Knowledge of Real Estate Industry
Physical Demands & Work Environment
Must be able to perform essential functions with or without reasonable accommodation
Professional office environment
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid time off
Vision insurance
Work Location: In person
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