Executive Assistant

Overview

• Serve as the primary Executive Assistant to the CEO and HR leader, ensuring seamless daily operations and high-level administrative support.
• Manage complex scheduling, communications, and priorities for senior leadership in a dynamic, fast-paced environment.
• Coordinate professional communications and announcements, including podcast distribution and client outreach.
• Maintain a polished front-office presence, acting as the primary point of contact for internal and external stakeholders.
• Utilize advanced Microsoft Office and Salesforce skills to enhance productivity and workflow.
• Support HR-related administrative needs on occasion, demonstrating discretion and professionalism.
• Contribute to the organization’s success by leveraging strong judgment, operational awareness, and financial services expertise.

Key Responsibilities & Duties

• Manage the CEO’s calendar, scheduling, and priorities, ensuring efficient time management and follow-ups.
• Coordinate and distribute the CEO’s podcast and professional communications to clients and contacts.
• Maintain a professional front-office presence, answering calls and directing inquiries with discretion.
• Utilize Salesforce for client communication, reporting, and administrative tasks.
• Leverage Microsoft Copilot to enhance productivity and streamline workflows.
• Draft, format, and send professional communications and announcements with consistency and timeliness.
• Support HR-related administrative needs in collaboration with the HR leader.
• Ensure the office operates smoothly by managing priorities and anticipating needs.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum of 10 years of experience as an Executive Assistant supporting senior leadership.
• Prior experience supporting a business owner or CEO preferred.
• Advanced proficiency in Microsoft Office applications and experience with Microsoft Copilot.
• Salesforce experience required for client communication and administrative tasks.
• Exceptional written and verbal communication skills with a high degree of discretion.
• Strong organizational skills and ability to manage multiple priorities effectively.
• Confident, mature presence with sound judgment and emotional intelligence.