Executive Assistant

Lockton • Charlotte, NC

4d

About The Position

The Executive Assistant provides administrative support to multiple key executives and event-planning and operations support for the office as needed. The role helps executives stay prepared and organized by planning travel, managing contacts and schedules, supporting business and series-related events, and managing expenses. The Executive Assistant independently executes activities and initiatives on behalf of executives with minimal guidance. The position also provides backup support to the Office Operations team, including periodic receptionist/front-desk coverage.

Requirements

• College degree or a minimum of 3+ years of experience as an Executive Assistant.
• Experience planning both small- and large-scale events, including contract negotiation and vendor management.
• Advanced Microsoft Office skills.
• Ability to become familiar with firm-specific programs and software.

Responsibilities

• Coordinate executive communications, including taking calls, responding to emails, and interfacing with clients.
• Coordinate domestic and international travel.
• Prepare internal and external corporate documents for team members and industry partners.
• Manage contacts and schedule internal and external appointments and conference calls.
• Prepare and submit expense-report activities, including collecting and following up on receipts and reconciling corporate credit-card billing.
• Coordinate charity events, client and prospect outings, and fundraising events, including contract negotiation and budget management.
• Maintain an organized filing system for hard-copy and electronic documents.
• Assist with prospect and client management in Salesforce.
• Assist with commission reconciliation for the book of business.
• Maintain strict confidentiality and carefully handle critically sensitive documents.
• Develop and sustain professionalism among staff and clientele.
• Provide backup assistance to the Office Operations team, including periodic receptionist/front-desk coverage.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time