The Executive Assistant at INSIGHT2PROFIT serves as a strategic partner to executive leadership, providing complex administrative, operational, and organizational support with a high degree of autonomy. This role requires advanced judgment, proactive decision-making, and the ability to anticipate needs well beyond day-to-day execution. Executive Assistants are deeply trusted advisors who manage sensitive information, influence outcomes, and help leaders operate at maximum effectiveness.

• Independently prepare comprehensive briefing materials, background research, and supporting documentation for executive meetings, interviews, and external engagements.
• Manage highly complex, fast-moving calendars for executives, making real-time decisions to prioritize competing demands across internal and external stakeholders.
• Coordinate schedules for high-impact client and internal meetings, conference calls, and offsite engagements, acting as a primary liaison between executives, teams, and clients.
• Own end-to-end coordination of complex, multi-destination travel arrangements; proactively manage changes and apply executive preferences without direction.
• Design, refine, and maintain advanced organizational systems for communications, meeting materials, and executive workflows.
• Draft, review, and send executive-level correspondence on behalf of supported leaders with minimal oversight, as applicable.
• Oversee expense management processes, ensuring accuracy, compliance, and timeliness.
• Handle extremely confidential and sensitive information with sound judgment, discretion, and professionalism.
• Partner with executives to develop high-quality PowerPoint presentations and communication materials for Board, client, and leadership-level audiences.
• Lead or support special projects that require independent judgment, cross-functional coordination, and problem-solving.
• Serve as a member of the Executive Assistant team, contributing to best practices, mentoring less-experienced EAs, and supporting office operations and events as needed.

Education

Minimum: Bachelor’s degree in Business Administration, Management, Communications, Public Administration, Liberal Arts, or other related field. Four (4) years of directly relevant experience in addition to the experience below may be considered in lieu of the degree. 
 
Work Experience

Minimum: Five (5) or more years of progressively responsible experience providing executive-level administrative support in a fast-paced environment

Preferred: Seven (7) or more years of executive-level support experience in a professional services, financial services, or consulting environment with demonstrated experience supporting multiple senior leaders simultaneously or directly supporting a CEO or Chief of Staff

Required Skills, Knowledge, and Abilities

Minimum:

• Demonstrated ability to operate with a high degree of autonomy, judgment, and discretion in complex situations.
• Exceptional organizational skills and attention to detail, with a proven track record of managing multiple high-priority demands simultaneously.
• Excellent written and verbal communication skills, including executive-level correspondence.
• Strong ability to remain calm, adaptable, and decisive in a fast-paced, high-expectation environment.
• Highly proactive approach with the ability to anticipate executive needs and make independent decisions.
• Proven ability to self-manage projects and deliver consistently high-quality outcomes.
• Expert-level proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

 Preferred:

• Demonstrated experience preparing materials for Board, executive leadership, or client-facing meetings, including agendas, presentations, and briefing documents.
• Advanced experience drafting executive-level correspondence and communications on behalf of senior leaders with minimal oversight.
• Experience mentoring or providing informal guidance to other executive assistants or administrative professionals.
• Prior exposure to special projects or cross-functional initiatives requiring independent judgment, prioritization, and problem-solving.