The ideal candidate is highly organized, proactive, and polished — someone who takes pride in keeping executives focused, the office running smoothly, and communication flowing efficiently across internal and external stakeholders. This role requires sound judgment, attention to detail, and the ability to handle sensitive information with professionalism.
Key Responsibilities:
Serve as the primary point of contact between executives, employees, clients, and external partners
Manage complex calendars, schedule meetings, and coordinate across time zones
Handle travel planning and accommodations, including last-minute changes
Oversee information flow, ensuring accuracy, timeliness, and confidentiality
Prepare and format internal and external communications, including emails, memos, presentations, and reports
Take meeting notes and track follow-ups as needed
Prepare and manage expense reports on a monthly, quarterly, and annual basis
Coordinate meetings involving legal teams, counterparties, and clients
Field and triage inbound inquiries, directing or resolving them appropriately
Support office operations, including maintaining filing systems and general organization
Assist with client-facing tasks such as responding to requests and compiling progress or status reports
Maintain accurate records in our CRM (Salesforce), including data entry, updates, and ongoing record maintenance
Support leadership with CRM-related tasks, ensuring contact, account, and activity data remains current and reliable
Qualifications & Experience:
Several years of experience (2-5 years) supporting senior executives in an EA, Office Manager, or similar role
Demonstrated ability to work independently and manage priorities with minimal supervision
Exceptional written and verbal communication skills
Strong organizational skills and meticulous attention to detail
Proven ability to handle confidential information with discretion and professionalism
High level of proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Experience maintaining and updating CRM systems; familiarity with Salesforce strongly preferred
Comfortable juggling multiple responsibilities in a fast-paced environment
