Executive Assistant to Chief Executive Officer

Executive Assistant to Chief Executive Officer

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Reports to:

Chief Executive Officer

Positions Supervised:
None

FLSA Status:
Exempt

The executive assistant to the chief executive officer (CEO) provides high-level administrative and operational support to the CEO, Executive Management Team (EMT), and Board of Directors. This role requires significant independent judgment and discretion to manage complex priorities, handle confidential matters, and coordinate executive-level activities with minimal oversight. The executive assistant to the CEO serves as a trusted liaison, representing the CEO and EMT, ensuring efficient execution of executive operations, managing sensitive communications, and overseeing the logistics of board and leadership activities.

Success in this role requires excellent organizational and communication skills, a high level of professionalism, and the ability to make informed decisions in a dynamic environment.

The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks other than those specifically stated in this description.

• Provides high-level administrative support to the CEO and EMT, including managing complex calendars, travel, expenses, and competing priorities with minimal oversight and in accordance with company policies; coordinates calls, mail, and visitors, and represents the executive office with professionalism and discretion
• Serves as the primary liaison between the CEO, EMT, and key stakeholders, ensuring clear and effective communication
• Manages sensitive matters and confidential information with discretion, including secure handling of executive records, board materials, and privileged communications
• Coordinates and prepares for meetings and events—drafting agendas, assembling materials, taking detailed notes, tracking follow-ups, and managing logistics such as scheduling, catering, AV setup, and room preparation
• Prepares and reviews executive communications, talking points, confidential correspondence, presentations, and reports on behalf of the CEO, EMT, board members, and senior leaders
• Administers the Diligent board portal and oversees the secure distribution of board documentation; coordinates board meeting logistics and ensures governance‑related requirements are met

An equivalent combination of education, training, and experience will be considered.

• High school diploma or equivalent
• 3+ years of experience supporting multiple C‑Suite level executives

• Bachelor’s degree in business administration, communications, or related field
• 5+ years of executive‑level administrative experience
• 2+ years of experience supporting a CEO or Board of Directors
• Previous experience in a financial institution or highly regulated industry
• Professional certification such as Certified Administrative Professional (CAP) or similar

A representation of the knowledge, skills, and abilities necessary to perform this job competently.

• Ability to exercise sound judgment and maintain strict confidentiality
• Strong organizational and prioritization skills
• Effective written and verbal communication skills
• Ability to adapt to shifting priorities and manage multiple demands
• High attention to detail and accuracy
• Ability to work independently and maintain momentum with minimal oversight
• Knowledge of executive‑level administrative practices and workflows
• Strong relationship‑building and interpersonal skills
• Ability to anticipate needs and identify practical solutions
• Knowledge of board governance processes and board‑portal tools (e.g., Diligent)
• Knowledge of Microsoft Office Suite and common productivity platforms

Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.

• Hybrid work environment (combination…