Overview
Document Processor Jobs in Salt Lake City, UT at LexiCode
Executive Assistant to Principal / Managing Partner
Location: Milwaukee, WI (Hybrid preferred)
Company: Smart Asset Realty & Smart Asset Capital
Employment Type: Full-Time or Part-Time (Flexible)
About the Companies:
Smart Asset Realty is a boutique real estate investment brokerage specializing in residential and commercial investment properties throughout Wisconsin. Smart Asset Capital is a private equity real estate firm focused on acquiring and managing industrial properties through its flagship vehicle, SAC Industrial Fund I. Both organizations are founder-led, rapidly growing, and committed to delivering excellence for investors, clients, and partners.
Position Overview:
We are seeking a high-caliber Executive Assistant to support the Principal / Managing Partner. This individual will play a critical role in streamlining operations across real estate advisory, transaction coordination, investor communications, and CRM administration. The ideal candidate is detail-oriented, proactive, and comfortable operating in a fast-paced, entrepreneurial environment with high standards for execution.
Key Responsibilities:
Administrative & Transaction Coordination (Smart Asset Realty):
Draft, review, and manage listing agreements, offers, disclosures, and administrative paperwork
Coordinate real estate transactions from contract to close, including inspections, timelines, and communication with clients, title companies, and cooperating agents
Support marketing of investment listings via MLS and digital channels
Maintain compliance and organization of all transaction-related documentation
CRM Management & Process Optimization:
Manage and maintain the firm’s CRM (ActiveCampaign), ensuring data accuracy, segmentation, and integration with marketing workflows
Oversee investor lifecycle tracking, pipeline visibility, and automated follow-up sequences
Collaborate with the Principal to continuously improve internal systems and workflows
Capital Raising & Investor Relations Support (Smart Asset Capital):
Assist with preparation of investor pitch decks, offering memorandums, email campaigns, and event logistics
Maintain detailed records of investor communications, subscription status, and reporting follow-ups
Support scheduling and coordination of investor meetings, webinars, and fund marketing efforts
Executive Support:
Provide high-level administrative support to the Principal, including calendar management, scheduling, inbox prioritization, and special projects
Liaise with internal and external stakeholders with a high degree of professionalism
Proactively identify and resolve operational bottlenecks to maximize executive efficiency
Qualifications:
Experience supporting executives, ideally in real estate, financial services, or private equity
Exceptional organizational, written, and verbal communication skills
Proficiency with CRM systems (experience with ActiveCampaign, Salesforce, or similar platforms preferred)
Strong knowledge of Google Workspace and Microsoft Office Suite
Ability to handle confidential information with discretion
Familiarity with real estate transactions or investor relations is a strong plus
Compensation & Benefits:
Competitive salary or hourly compensation, commensurate with experience
Performance-based incentives may be available
Flexible working hours and hybrid work environment
Opportunity to grow into a larger operations or investor relations role as the firm scales
Job Type: Part-time
Pay: $60,046.00 – $63,872.00 per year
Expected hours: 20 – 40 per week
Benefits:
Flexible schedule
Schedule:
Choose your own hours
Ability to Commute:
Waukesha, WI 53186 (Required)
Work Location: Hybrid remote in Waukesha, WI 53186
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Title: Document Processor
Company: LexiCode
Location: Salt Lake City, UT
