Executive Assistant

Executive Assistant Job Description Position Partnerships

Works closely with executive leaders, internal teams, and other executive support partners to ensure seamless coordination across leadership priorities and business activities.

The Executive Assistant provides high-level administrative and operational support to one or more Executive Team leaders.

This role helps leaders operate effectively by managing executive rhythm, facilitating communication, coordinating priorities, and ensuring the details that support business execution are handled with excellence. The Executive Assistant serves as a trusted partner who creates clarity, alignment, and momentum across executive priorities.

Success in this role requires sound judgment, initiative, organizational awareness, discretion, adaptability, and the ability to anticipate needs in a dynamic and fast-paced environment.

Support the day-to-day operating rhythm of assigned executive leader(s).

• Managing calendars, schedules, and competing priorities
• Coordinating internal and external meetings
• Sequencing schedules to maximize executive effectiveness and preparedness
• Coordinating schedules with direct reports, leadership teams, and key stakeholders
• Anticipating scheduling conflicts and proactively resolving challenges

Help ensure executives are prepared for meetings, decisions, and leadership responsibilities.

• Preparing agendas, materials, logistics, and supporting information
• Gathering and organizing information for meetings, presentations, reporting, and discussions
• Coordinating meeting logistics, room setup, and follow-up activities
• Tracking action items and maintaining visibility into commitments, deadlines, deliverables, and next steps
• Supporting recurring leadership, committee, business, and executive meetings
• Assisting with presentations and materials that support executive discussions and decision-making

Coordinate communication, priorities, and activity across leaders, teams, and stakeholders.

• Serving as a point of coordination for scheduling, communication, and logistics
• Assisting with executive correspondence, presentations, reports, and supporting materials
• Supporting communication needs related to leadership meetings, presentations, and organizational messaging
• Maintaining awareness of organizational priorities, stakeholders, and cross-functional initiatives to support alignment, communication, and execution
• Exercising sound judgment in managing executive access, communications, and competing demands on executive time

Coordinate executive travel and leadership event logistics.

• Managing travel arrangements, lodging, transportation, and itineraries
• Coordinating conference registrations and event logistics
• Supporting executive offsites, leadership meetings, team events, conferences, and organizational events
• Preparing travel schedules and supporting materials
• Ensuring details are organized, communicated, and executed effectively

Provide administrative support that helps executive operations run smoothly.

• Processing expenses, reimbursements, and administrative documentation
• Coordinating approvals, signatures, and document routing
• Maintaining executive files, records, and administrative systems
• Supporting department logistics and team coordination
• Assisting with special projects and operational priorities as assigned

• Leaders are organized, prepared, and able to focus on what matters most
• Anticipates needs and resolves issues before they become obstacles
• Creates clarity and consistency amid changing priorities
• Builds trust with leaders, teams, and stakeholders
• Demonstrates sound judgment and discretion in sensitive situations
• Follows through reliably with accuracy and attention to detail
• Operates with ownership, urgency, and professionalism
• Brings calm, responsiveness, and stability to a fast-moving environment

• Experience supporting senior leaders, business operations, or complex administrative work
• Experience managing schedules, meetings, travel, and competing priorities
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office Suite, Outlook, and related business systems
• Ability to manage confidential information with professionalism and discretion

• Experience supporting leadership teams
• Experience in financial services, banking, or other regulated industries
• Experience supporting finance, risk, compliance, operations, technology, or other complex business functions
• Experience coordinating meetings, offsites, conferences, or recurring leadership rhythms
• Experience supporting multiple leaders or priorities simultaneously

• Strong organization and follow-through
• Professionalism and responsiveness
• Sound judgment, discretion, and decision-making ability
• Attention to…