Executive Assistant

Responsibilities

• Executive calendar management & scheduling: Coordinate client and internal calls and meetings for the CGO; serve as the main point of contact and administrative assistant; support team-wide calendaring needs for key events and activities.
• Travel coordination: Coordinate travel arrangements and accommodation for CGO and other executives, prospects, and clients as needed.
• Expense management: Monitor and complete monthly expense reports for CGO; coordinate with Finance as needed.
• Meeting management & support: Serve as point of contact for onsite client visits or team initiatives at Dynasty HQ; coordinate client travel logistics; reserve and prepare meeting spaces and materials or shipments; handle technical and IT needs; take meeting minutes and circulate to appropriate parties.
• Data management & file storage: Develop proficiency in Dynasty’s internal CRM (Salesforce); complete regular updates to client contact information, pull reports, and complete basic tasks. Champion CRM adoption across the organization by identifying best practices and improving data integrity.
• Document preparation & circulation: Prepare, circulate, and store meeting materials (agendas, reports, slide decks) and follow-ups, including meeting minutes for Executives.
• Event support: Offer event support for local client and Dynasty engagements as appropriate. This may include printing, shipping, compiling materials, staffing, and set up.
• Client service: Return client calls, take and relay messages, order gifts for client milestones, and represent the CGO’s office as appropriate.
• Affiliate responsibilities: Assist with planning/scheduling team offsites and quarterly meetings, team milestones and celebrations, onboarding new hires, managing inventory, and general administrative needs.
• File storage and operational infrastructure: Help manage file storage and structure. Make recommendations for improvements and serve as the onsite point of contact with Dynasty IT.
• Onsite team liaison: Serve as the in-office anchor for the CGO and his broader team, who operate with a significant remote and travel footprint. Act as the connective tissue between remote team members and HQ — facilitating real-time coordination, relaying information across conversations, and ensuring remote colleagues have seamless access to in-office resources, stakeholders, and support.

Qualifications

• Previous experience as an Administrative/Executive Assistant preferred, but not required
• Highly organized with strong attention to detail
• Proficiency using Outlook, MS Word, and MS Excel; proficiency in CRM is a plus

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retailer plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance