Executive Assistant to CEO Sales Executive

Executive Assistant to CEO & Sales Executive

Horizon Trust Company | Full-Time

Horizon Trust Company is a leading Self-Directed IRA (SDIRA) custodian , helping investors and entrepreneurs take control of their retirement capital through alternative investments such as real estate, private lending, precious metals, and other non-traditional assets
.

We are a fast-growing financial services organization focused on innovation, execution, and ownership. Our culture values proactive problem-solving, operational excellence, and leveraging technology to scale intelligently.

Horizon Trust Company is seeking a highly skilled Executive Assistant to support the CEO and Sales Executive
. This is a high-impact role for an experienced assistant who thrives in a fast-paced environment, anticipates needs, and operates with autonomy and discretion.

This is not a task-based administrative role. You will act as a strategic partner—managing priorities, optimizing executive time, supporting sales and financial reporting, and improving systems using modern tools, including AI and automation.

Executive & Calendar Management

• Proactively manage and optimize executive calendars
• Prioritize meetings, communications, and executive commitments
• Act as gatekeeper for executive time and focus
• Review, triage, and respond to executive email with sound judgment
• Resolve scheduling conflicts independently

Travel & Logistics

• Coordinate all executive travel, including flights, lodging, transportation, and itineraries
• Ensure travel aligns with business priorities, events, and executive preferences

Sales, Data & Reporting Support

• Build and maintain dashboards and spreadsheets for sales performance, KPIs, and revenue tracking
• Prepare executive summaries, reports, and leadership-ready insights
• Support budgeting, forecasting, and expense tracking
• Translate data into concise, decision-ready information

Presentations, Webinars & Executive Materials

• Create and maintain professional slide decks for sales presentations, webinars, and leadership meetings
• Ensure accuracy, clarity, and brand consistency
• Assist with webinar and presentation logistics

Events & Offsites

• Plan and execute leadership offsites, client meetings, and company events
• Manage vendors, timelines, and budgets with minimal oversight

Systems, Tools & AI Enablement

• Use AI tools and automation platforms to improve workflows and efficiency
• Identify process improvements and implement scalable solutions
• Quickly learn and adopt new tools and systems

• 3+ years of experience supporting C-level executives or senior leaders
• Proven ability to manage priorities independently in a fast-paced environment
• Strong organizational, analytical, and problem-solving skills
• Advanced proficiency in Excel or Google Sheets (formulas, lookups, dashboards)
• Experience with CRM platforms such as Hub Spot, Salesforce, or similar
• Excellent written and verbal communication skills
• High level of professionalism, discretion, and sound judgment

• Background in financial services, sales, or professional services
• Experience supporting multiple executives
• Event or offsite planning experience
• Strong familiarity with AI tools, automation, and workflow optimization

• Work directly with executive leadership at a growing financial services firm
• High visibility into strategy, sales, and operations
• Opportunity to make a meaningful impact and grow with the company
• Autonomous role with trust, ownership, and responsibility

If you are an experienced Executive Assistant who thinks ahead, takes ownership, and uses technology to operate at a high level, this role offers a unique opportunity to be a true strategic partner to leadership.