Executive & Personal Assistant to CEO

Job Description

JOB DETAILS

• Actively manage the CEO’s calendar and proactively resolve scheduling conflicts or present options to facilitate decision-making
• Perform all administrative duties necessary to maintain the CEO and Executive Assistant office environment
• Work annually with accountants and investment entities to gather tax preparation materials and assist with information required for audits

• Screen calls and respond to letters and emails on the CEO’s behalf
• Coordinate conference calls, Teams meetings, and Executive Leadership Team meetings
• Prepare monthly personal expenses and revenue reports, travel reports, and related financial summaries
• Maintain files for correspondence, records, and personal matters, ensuring all confidential documents are handled with discretion

Qualifications / Education:

• Must be highly motivated, detail-oriented, and comfortable stepping outside defined job responsibilities as needed
• Professional appearance and demeanor required
• Availability to support the CEO and his wife with occasional evening or weekend communications or responsibilities
• Bachelor’s degree preferred, or equivalent combination of education and relevant experience

Skills:

• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint
• Exceptional written and verbal communication skills, including notetaking and follow-up
• Strong problem-solving and prioritization abilities in dynamic environments
• Calm and composed under pressure with a high degree of emotional intelligence
• Able to work independently while managing multiple priorities efficiently
• Strong organizational and time management skills
• Able to evaluate processes and recommend improvements or alternative solutions
• Strong interpersonal skills and ability to maintain cooperative working relationships across internal teams and with external business associates