Executive Personal Assisant
About The Position
Platinum Fundraising is seeking an exceptional Executive & Personal Assistant to serve as a trusted right-hand to one of our company owners. This is not a traditional administrative role as we need someone who sees what needs to happen next, takes ownership, and keeps things moving. The successful candidate will be comfortable managing a broad mix of professional and personal priorities and can be trusted to handle matters from start to finish with sound judgment, discretion, and excellent follow-through. We are seeking a dynamic and highly organized Executive Personal Assistant to support our leadership team. In this role, you will manage complex calendars, coordinate projects, handle confidential information, and facilitate seamless communication across departments. Your proactive approach and exceptional organizational skills will ensure our executives operate efficiently and effectively, enabling them to focus on strategic priorities.
Requirements
- Bachelor’s degree required.
- 5+ years of relevant Executive Assistant and/or Personal Assistant experience.
- Experience directly supporting an owner, founder, or senior executive.
- Experience managing a busy executive calendar, coordinating business travel, and supporting projects.
- Ability to anticipate needs and take initiative without step-by-step direction
- Demonstrated ability to handle highly confidential information; NDA required.
- Experience in managing business travel arrangements and handling internal communication channels efficiently.
- Very tech-savvy with the ability to learn and troubleshoot systems independently; strong proficiency with Microsoft Office and PDF tools.
- Extremely detail-oriented, highly organized, dependable, and consistently punctual.
- Exceptionally proactive with strong follow-through and the ability to anticipate needs.
- Resourceful, independent, and comfortable figuring things out without being told every next step.
- Professional and polished with excellent written and verbal communication.
- Calm under pressure, adaptable when priorities change, and able to juggle multiple important priorities.
- Discreet, trustworthy, objective, and pragmatic with strong judgment and problem-solving skills.
- Upbeat, confident, patient, and comfortable receiving direct feedback.
- Comfortable working for a busy executive who values independence and does not provide constant check-ins
- Candidates must have a valid driver’s license, reliable transportation, and be comfortable completing occasional local errands.
Nice To Haves
- Experience in a combined Executive + Personal Assistant role strongly preferred.
Responsibilities
- Manage the executive’s calendar, appointments, meetings, and changing priorities.
- Coordinate business and personal travel, including flights, transportation, reservations, and itineraries; proactively manage delays, cancellations, and other disruptions.
- Track projects, deadlines, outstanding items, commitments, and items assigned to others; follow through until completion.
- Prepare for meetings, take notes as needed, and track action items.
- Coordinate smaller projects, vendors, quotes, services, meetings, events, gifts, supplies, and special projects.
- Track receipts and expenses; maintain highly organized electronic and physical files.
- Prepare franchisee packages; review franchisee documents and Fundraising Specialist contracts for accuracy and completeness.
- Maintain CRM/VanillaSoft updates, lead status changes, franchisee records, files, and reports.
- Review form submissions, coverage maps, and location information; support territory and store-location administration.
- Track franchisee-provided leads, monitor new territory activity, follow up on customer survey responses, and draft/respond to Google reviews.
- Manage personal appointments, personal travel, purchases, gifts, returns, household vendors, paperwork, phone inquiries, and occasional local errands.
- Handle confidential business and personal information with complete discretion.
Benefits
- Medical, Vision, and Dental Insurance with company contribution
- Paid Time Off
- Paid Holidays
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Employee Assistance Program (EAP)
- Free counseling services and resources for emotional, physical, and financial well-being
- Paid Training
- Employee Rewards
- Employee Discounts
- Veteran Appreciation Floating Holiday
- Annual salary review
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What This Job Offers
Job Type
Full-time
Career Level
Executive
