• Provide comprehensive executive-level administrative support to the Executive Chairman of the Board, Vice Chairman of the Board , Senior Vice President & Corporate Secretary, Family Office, and Trusts, including managing calendars, prioritizing schedules, and coordinating internal and external meetings.
• Prepare, proofread, maintain , and distribute a wide range of professional correspondence, reports, presentations, board documents, board binders, and other confidential documents with exceptional accuracy and attention to detail.
• Screen and manage incoming phone calls, mail, publications, and correspondence; respond or redirect inquiries as appropriate while maintaining confidentiality.
• Coordinate and schedule Board of Director meetings for three or more Boards , executive leadership meetings, and special events , including preparation of agendas, meeting materials, minutes, and follow-up actions.
• Arrange domestic and international travel for executives and other departments as needed ; track and reconcile travel expenses and maintain expense spreadsheets.
• Initiate and process payment vouchers, invoices, reimbursements, and expense reports in a timely and accurate manner.
• Maintain executive records and files using Microsoft Teams, Microsoft Outlook , SAP Concur, PowerPoint, Agiloft , QuickBooks, and other systems, ensuring proper organization, retention, and confidentiality of sensitive information.
• Draft and coordinate correspondence on behalf of executives, including letters to suppliers, legislators, political representatives, and business partners.
• As needed, s upport executive and company initiatives such as major corporate functions, sponsorships, banquets, industry events, and golf outings, including logistics , registrations, and payments.
• Manage memberships, renewals, and registrations for industry, professional, and business organizations (e.g., chambers of commerce, industry associations, leadership forums).
• Maintain and administer contract databases and electronic contract filing systems.
• Maintain and administer board portals and logs.
• Serve as back-up support for the front desk/receptionist and facilities team as needed .
• Develop and maintain relationships with Team Members including Executive Leadership , with Directors, and with leadership teams of key customers.
• Perform additional administrative and executive support duties as assigned to support organizational effectiveness.

• High school diploma or equivalent required; associate's degree preferred.
• 7-10 years of progressive executive administrative support experience, preferably supporting senior executives and/or Boards of Directors.
• Demonstrated ability to handle highly confidential information with discretion, professionalism, and sound judgment.
• Exceptional attention to detail, accuracy, and organizational skills with the ability to manage multiple priorities and deadlines.
• Advanced proficiency in Microsoft applications and PowerPoint ; experience with document management systems and accounting software preferred.
• Familiarity with AI productivity tools (e.g., Microsoft Copilot, ChatGPT or similar) to support drafting, summarizing, and organizing information while maintaining confidentiality and using good judgment.
• Strong written and verbal communication skills with the ability to interact effectively with executives, Board members, internal teams, and external stakeholders.
• Ability to work independently, exercise initiative, and anticipate executive needs in a fast-paced environment.
• Strong time-management skills and the ability to adapt to changing priorities.
• Basic math skills and experience tracking expenses, invoices, and payments

• Promotional opportunities
• Rewards and recognition programs
• Robust onboarding and training program
• Employee Discount Programs (Perks at Work)
• Employee referral program
• Encouraging and collaborative culture

• Paid Time Off, Floating Holiday, Volunteer Day, Parental Leave, etc.
• Carebridge Employee Assistance Program

• Medical
• Dental
• Vision
• Health Savings Account (HSA)
• Medical Flexible Spending Account
• Dependent Care Flexible Spending Account
• Life Insurance/Accidental Death and Dismemberment Insurance
• Short-Term & Long-Term Disability
• Pet Insurance

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