Original listing text, shown exactly as published by the company.
The ideal candidate is experienced supporting senior executives, thrives in fast-moving
environments, can manage competing priorities, and is comfortable serving as a trusted
gatekeeper and organizational partner.
Key Responsibilities
Executive & Administrative Support
- Manage complex calendars, scheduling, and meeting coordination
- Coordinate domestic travel arrangements and itineraries
- Monitor and manage executive inboxes
- Delegate tasks and communications appropriately
- Prioritize emails and action items within CRM workflows
- Ensure deadlines, initiatives, and follow-ups stay on track
- Work closely with leadership to maintain organizational alignment
CRM & Workflow Management
- Utilize Salesforce CRM to organize tasks, priorities, and communications
- Create and maintain prioritized action lists
- Track ongoing projects and accountability items
- Support internal workflow coordination across departments
Communication & Client Coordination
- Coordinate client-related logistics and follow-ups
- Draft and respond to communications on behalf of executives when appropriate
- Serve as a professional point of contact for clients and internal stakeholders
- Build trusted relationships with clients and team members
Social Media & Marketing Support
- Post approved content to LinkedIn and company social channels
- Utilize compliant posting systems (e.g., SaySocial)
- Assist with maintaining consistent executive and company visibility online
Personal Assistance (Occasional)
- Assist with occasional personal administrative tasks
- Help streamline day-to-day logistics to maximize executive productivity
Ideal Candidate Profile
- Previous experience supporting C-level executives or founders
- Exceptional organizational and time management skills
- Strong written and verbal communication abilities
- Highly proactive, resourceful, and detail-oriented
- Comfortable operating in high-pressure and fast-paced environments
- Positive, upbeat personality with strong interpersonal skills
- Able to balance professionalism with personable communication
- Strong discretion and confidentiality standards
- Comfortable adjusting communication style based on urgency and workload
Preferred Qualifications
- Experience in financial services, wealth management, or regulated industries preferred
but not required
- Familiarity with Salesforce CRM…
