Executive Assistant

Role Summary

The Executive Assistant will provide high-level administrative, operational, and strategic support to senior leadership within a fast-paced professional services environment. This trusted position plays a critical role in ensuring priorities remain organized, communications are effectively managed, and key initiatives continue moving forward. The successful candidate will serve as a key partner to executive leadership by managing calendars, coordinating meetings, supporting stakeholder communications, maintaining CRM data, organizing documentation, and driving follow-through on critical action items. This is a highly visible position requiring exceptional professionalism, discretion, and attention to detail.

Key Responsibilities

• Provide direct executive support to senior leadership
• Manage complex calendars, scheduling priorities, meetings, and travel arrangements
• Cook up internal and external meetings, presentations, conference calls, and executive events
• Prepare agendas, meeting materials, follow-up documentation, and executive correspondence
• Draft, proofread, and distribute professional communications and reports
• Maintain Salesforce records, contacts, activities, reminders, and relationship data
• Track commitments, deadlines, action items, and follow-up responsibilities
• Cook up communications with clients, advisors, consultants, vendors, and external stakeholders
• Support preparation of presentations, reports, proposals, executive summaries, and business documents
• Maintain organized electronic filing systems and document management procedures
• Aid in project coordination, workflow management, and special initiatives
• Process executive travel arrangements, expense reporting, and event logistics

Key Requirements

• 3+ years of Executive Assistant, Administrative Assistant, Office Manager, Executive Coordinator, or related experience
• Experience supporting senior executives, partners, business owners, founders, or leadership teams
• Strong calendar management and executive scheduling experience
• Advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Demonstrated ability to manage multiple priorities, deadlines, and competing demands
• Strong written communication, proofreading, and document formatting skills
• Experience preparing reports, presentations, meeting materials, and executive correspondence
• High degree of professionalism, discretion, and confidentiality
• Exceptional organizational skills and attention to detail
• Strong interpersonal skills with the ability to interact confidently with executives and external stakeholders

Preferred Skills

• Experience supporting executives within professional services, consulting, financial services, banking, accounting, legal services, real estate, or similar environments
• Experience using Salesforce or a comparable CRM platform
• Salesforce reporting, dashboard management, workflow tracking, or CRM administration experience
• Experience coordinating travel, expense reporting, executive events, and complex scheduling
• Background in legal support, paralegal work, transaction coordination, or executive operations
• Experience supporting due diligence, project coordination, or business development initiatives
• Strong document management and records administration experience
• Bachelor's degree preferred