Executive Assistant to the CEO

Strategic Investment Group•Arlington, VA

1d•Hybrid

About The Position

Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally. Our mission is to empower clients to achieve transformational impact through inspired investing. To learn more, visit www.strategicgroup.com.

Requirements

Bachelor’s degree required.
3+ years of experience in an executive assistant role supporting senior executives.
Experienced in supporting and interfacing with VIPs and C-suite executives both internally and externally; builds strong, collaborative relationships with key stakeholder contacts and executive assistants; adapts fluidly to varying communication styles, nuance, and direct communication as the situation requires.
Self-starter who anticipates needs and proactively drives process improvement and change management; comfortable serving as the first point of contact for incoming feedback and questions directed to the CEO, collating and coordinating responses in partnership with CEO and relevant stakeholders.
Exercises absolute discretion with confidential information at the highest level; proven track record supporting senior executives with access to sensitive matters; support relationships of this nature typically span a minimum of 3–5 years.
Bring genuine curiosity and interest in understanding the business and how its functions connect to support strategic goals and client needs; proactively identify and escalate opportunities for increased cross-functional connectivity to reduce silos, in coordination with the Executive Initiatives Analyst and COO.
Technically adept and quick to learn new tools; proficient in Microsoft Suite (Outlook, Teams, Word, Excel, PowerPoint, OneNote, OneDrive), DocuSign, Adobe Pro, Zoom, Concur (or similar expense software), and SharePoint; Salesforce experience preferred, with at least one CRM platform required.
Excellent verbal and written communication skills.
High attention to detail.

Nice To Haves

Salesforce experience preferred

Responsibilities

Manage the CEO’s complex calendar, ensuring seamless scheduling, prioritization and communication across internal and external stakeholders.
Send advance confirmations, prepare agendas, share critical documents in advance, and ensure all meeting logistics are coordinated.
Maintain and update CRM records with rich contact profiles (board affiliations, personal details, and relationship context).
Brief the CEO before meetings with background information, relationship insights, and follow-up questions to deepen engagement.
Maintain a daily tracker of open questions, decisions and priorities; roll forward unresolved issues as needed.
Coordinate all domestic and international travel, including flights, hotels, ground transportation, and itineraries.
Navigate last minute changes (i.e. weather disruptions) and work directly with vendors to resolve issues proactively.
Prepare and submit expense reports accurately and on time; ensure compliance with company policies.
Maintain composed and adaptable demeanor amid shifting priorities and frequent schedule changes.
Manage multiple inboxes, calendars, and C-suite communications simultaneously with discretion and accuracy.
Greet and escort guests with a VIP-level, hospitality-driven approach, manage visitor registration, room setup, and refreshments. Provide customer-service-oriented welcome — offering refreshments, registering visitors with building security, and setting up rooms as needed.
Keep guests engaged and comfortable during unexpected delays or schedule shifts, providing a consistently warm and attentive experience.
Ensure the CEO is fully prepared for every meeting by maintaining a running tracker of required materials by meeting type and lead-time deadlines and proactively following up with stakeholders to guarantee timely delivery.
Coordinate with IT and facilities to ensure all in person and virtual meetings run on time and smoothly; conduct pre-meeting run throughs.
Manage Zoom, Teams, and webinar logistics; responsible for scheduling tech support in advance, managing timely login, storing recordings, and maintaining a running log of all sessions.
Coordinate meal ordering for important meetings, balancing quality and presentation with fiscal responsibility; consistently identify and execute ways to maximize impact across all projects and deliverables while remaining cost-conscious.
Support the annual client conference end-to-end, collaborating closely with Marketing, Tech, and Office Services team leads; manage and track stakeholders, clients, and action items with strong attention to detail and adaptability.
Proofread and assist with preparation of the CEO's speeches and notes.
Log meeting information and contacts into Salesforce; prior Salesforce experience preferred.
Collaborate with COO to oversee and support all aspects of Board Meetings.
Responsible for Board Meeting contact management.
Provide travel coordination and expense report support for the Board Chair in connection with board meetings.
Support distribution of the annual client letter; proactively track and flag potential content throughout the year for CEO approval, follow up with relevant points of contact for details, and assist with drafting and proofreading external communications.
Support development of external materials including PowerPoint presentations, LinkedIn updates, holiday cards, and similar communication and outreach materials that meet company branding/marketing guidelines and are in the voice and style of the CEO.
Prepare, print and distribute materials as needed; perform quality-checks for grammar, formatting, consistency, and incorporate requested edits.
Collaborate closely with the Executive Initiatives Analyst, serving as backup coverage during absences and tracking, monitoring, and reporting on open project tasks; note that project and deliverable management is owned by the Chief of Staff.