Description
The Executive Assistant serves as a strategic business partner to Producers and key business leaders, optimizing calendars, workflows, communications, meetings, travel, events, client relationships, Salesforce data, and financial activities. The role requires advanced digital tools, automation, and AI-enabled workflows, along with strong organizational, communication, judgment, and confidentiality skills. A bachelor’s degree in a business-related program or equivalent education and/or experience is preferred, and the candidate must have three to five years of administrative and/or sales support experience.
