Executive Administrator

About the role

The Executive Assistant to the Chief Strategy Officer (CSO) provides high-level administrative and operational support in a high-visibility, high-trust environment. This role requires exceptional judgment, attention to detail, discretion, and the ability to manage complex schedules, travel, and executive materials with precision.

Responsibilities

• Serve as the primary administrative partner to the Chief Strategy Officer
• Own and manage a complex, dynamic executive calendar across internal and external stakeholders
• Maintain close, ongoing communication with the CSO to anticipate needs and adjust priorities in real time
• Cook up and manage high-touch domestic and international travel, including flights, hotels, car services, dining reservations, and detailed itineraries
• Prepare meeting agendas and materials in advance
• Capture meeting notes, document decisions, and track action items with accuracy and follow-through
• Draft, format, and proofread executive-level documents and correspondence
• Handle sensitive and confidential information with discretion and sound judgment

Project & Task Coordination (Secondary Focus)

• Maintain visibility into projects and initiatives in flight to support CSO priorities
• Track tasks, deadlines, dependencies, and progress across teams
• Follow up on action items to ensure timely completion
• Provide clear, concise status updates to support executive decision-making
• Organize and maintain documentation related to strategic initiatives

Technical Skills & Tools

• Microsoft Outlook - advanced executive calendar management
• Microsoft Excel - advanced proficiency including data manipulation, trackers, formulas, filters, and conditional formatting (no financial modeling required)
• Microsoft PowerPoint - creation of polished, print-ready, client-facing presentations
• Microsoft Word - professional document drafting and formatting
• Microsoft Visio - basic proficiency for diagrams, workflows, or process visuals
• CRM familiarity preferred; Salesforce experience is a plus

What You Will Bring

• 5+ Years of executive-level administrative support experience, ideally supporting C-suite leadership
• Demonstrated experience managing complex calendars and high-touch travel
• Advanced Excel and PowerPoint skills with strong attention to detail
• Exceptional written and verbal communication skills
• Prowess in handling confidential information with discretion
• Strong organizational skills and ability to adapt in a fast-paced environment

Availability & Flexibility

This role, in supporting senior leadership and client-facing initiatives, may occasionally require flexibility outside typical business hours. These needs are generally known in advance and tied to projects or travel, rather than unexpected or ongoing after-hours work. Candidates should be aware of this expectation and comfortable exercising a reasonable degree of flexibility when needed.

What Success Looks Like in This Role

• The CSO's schedule and travel run smoothly even amid frequent changes
• Meetings are well-prepared, documented, and followed by clear action items
• Excel trackers and documents are accurate, clear, and reliable
• PowerPoint materials are consistently polished and client-ready
• Projects in flight are transparent and followed through to completion

What We Offer

• Competitive pay rates based on skills and experience
• Extensive benefits package
• Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short-term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
• Rest and relaxation
• Paid holidays and generous PTO based on tenure
• Community and Philanthropy
• Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future 401K plan and robust continuous learning opportunities
• Work Perks Program

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Who We Are

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.