Executive Assistant Jobs

About The Position

Requirements

• A minimum of three to five years of previous administrative and/or sales support experience
• Proficiency in the use of Microsoft Office suite
• Strong attention to detail required
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
• Exceptional organizational and time management skills to prioritize workload and meet deadlines required
• Must be results-oriented with the ability to be adaptable and proactive
• Must be able to handle confidential information with discretion and trust
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency
• Demonstrated ability to follow through promptly on tasks to their completion
• Legally able to work in the United States

Nice To Haves

• Bachelor’s degree in a business-related program or equivalent education and/or experience preferred

Responsibilities

• Utilize CoPilot for proactively monitor email inboxes, flagging items that require immediate attention and responding on behalf of the Producer / leader when appropriate.
• Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items.
• Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary.
• Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits
• Actively manage calendars to efficiently align with revenue driving activities and strategic priorities.
• Serve as a strategic gatekeeper for meeting requests, applying judgment to prioritize, redirect, or decline based on business impact.
• Lead weekly team meeting with applicable stakeholders. In preparation, capture, synthesize, and track action items following meetings, driving timely execution and accountability.
• Continuously assess and improve workflows to eliminate friction and increase effectiveness.
• Act as a trusted communication bridge between Producer / Leader and internal/external stakeholders, ensuring clarity, professionalism and responsiveness.
• Curate information into concise, executive-ready insights that support informed decision making.
• Anticipate questions, risks or follow-ups before they surface and proactively provide context or solutions.
• Draft, review and proofread high-quality communications including emails, memos, reports and presentations
• Manage drafting and posting of “Lockton Wins” announcements
• Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.)
• Plan and support events, conferences and client engagements with a focus on experience quality and business outcomes
• Take a proactive approach to understanding client profiles, preferences and touchpoints to maximize relationship-building opportunities
• Provide on-site support for events as needed
• Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.)
• Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders
• Maintain and enhance client and prospect data within Salesforce, ensuring accuracy and usability
• Leverage CRM and financial data to surface insights, follow-ups, and risk indicators for Producer attention
• Review accounts receivable monthly and proactively coordinate with account teams on aged receivables
• Support accounting-related activities, including expense submissions, bill pay, capital accounts, commission statement reconciliation and related documentation.
• Create and maintain files of correspondence and other records, processing files for dead storage, as necessary
• Perform other work-related duties as assigned