Executive and Personal Assistant

Executive And Personal Assistant

Our client is seeking a highly organized, proactive, and detail-oriented Executive and Personal Assistant to provide comprehensive support to senior leadership. This role requires exceptional organizational skills, discretion, and the ability to manage a wide range of administrative, operational, and personal tasks in a fast-paced, professional environment.

Key Responsibilities

• Coordinate and manage weekly agendas, calendars, and scheduling activities.
• Serve as the primary point of contact for phone communications; answer, forward, and document calls as needed.
• Organize and prepare meetings, including logistics, materials, and refreshments.
• Manage correspondence, including drafting emails, letters, and reports.
• Prepare and process expense reports.
• Assist in creating client presentations and business reports.
• Attend client meetings, record detailed notes, and maintain accurate client files.
• Handle document management, including copying, scanning, and faxing.
• Collaborate with internal staff to ensure smooth daily operations.
• Support leadership and compliance functions with administrative assistance and special projects.
• Coordinate complex travel arrangements, including flights, accommodations, and ground transportation.
• Manage personal scheduling, appointments, and errands as requested.
• Oversee event planning, purchasing, shipping coordination, and vendor communication.
• Maintain and update the Customer Relationship Management (CRM) system with current client data.
• Monitor office supplies and address technology or facility needs promptly.
• Maintain organization of office and personal files.
• Assist with goal-setting, tracking progress, and identifying process improvements.
• Manage multiple priorities, meet deadlines, and set appropriate expectations.
• Contribute to the development and expansion of professional and client networks.

Qualifications

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.