Executive Assistant to the President
Position Overview
The Executive Assistant to the President of Preferred Technologies, LLC (Pref-Tech) plays a critical role in maximizing executive effectiveness by managing priorities, protecting focus, and improving operational flow.
Key Responsibilities
Manage the President’s inbox by triaging messages, drafting responses, routing requests, and escalating only those requiring executive judgment.
Maintain high standards of written communication, including clarity, tone, grammar, and professionalism.
Develop templates and repeatable responses for common communication needs.
Proactively manage calendar scheduling, resolve conflicts, and protect time for deep, strategic work.
Cook up meeting coordination by confirming agendas, objectives, and required materials when appropriate.
Convert tentative or placeholder meetings into clear decisions and finalized commitments.
Auxiliary with operating and managing the President’s Commitment Tracking System (CTS) using Microsoft To Do.
Capture implicit and explicit commitments arising from emails, meetings, and conversations.
Translate commitments into clear, actionable tasks with appropriate follow-up and accountability.
Ensure commitments are properly scheduled, reviewed, and completed.
Prepare routine documents for review and signature.
Track approvals, deadlines, and follow-ups to ensure continuity and completion.
Maintain organized records and documentation in accordance with company standards.
Leverage Microsoft 365 tools (Outlook, Teams, SharePoint, OneDrive, Word, Excel, PowerPoint) to improve consistency and efficiency.
Identify opportunities to automate repetitive administrative processes using Power Automate.
Support basic reporting or visibility dashboards using Power BI when appropriate.
Partner with IT while operating within governance and security standards.
Identify recurring inefficiencies, time leaks, and process breakdowns.
Recommend and implement system improvements, templates, checklists, and workflows.
Support leadership effectiveness through disciplined follow-through and proactive planning.
Required Qualifications
Executive Assistant experience supporting C-suite executives, including the President and Executive Leadership Team.
Exceptional written and verbal communication skills with strong attention to detail and grammar.
Proven experience managing calendars, inboxes, and multiple competing priorities.
High level of discretion and ability to handle confidential information responsibly.
Strong organizational and follow-up skills with a commitment to accuracy.
Proficiency with Microsoft Office 365 tools.
Ability to anticipate needs, exercise judgment, and work independently.
Preferred Qualifications
Advanced Microsoft 365 skills (Outlook rules, Teams/SharePoint organization, PowerPoint support).
Prioritize experience working with a family-owned/private company.
Experience with Power Automate and workflow automation.
Familiarity with task and commitment management systems.
Power BI experience for basic dashboards or reporting.
Process improvement or systems-thinking mindset.