Executive Assistant

Frontline Source Group; Raleigh (NC); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

401k Plan

Unlimited PTO

Parental Leave

Paid care giver leave

Family forming benefits

Employee Assistance Programs

Short/Long-term disability

Life and AD&D coverage

Job summary

Frontline Source Group's client in Raleigh, NC seeks a sophisticated Executive Assistant to support a senior executive and a private Principal. The role requires discretion, initiative, and the ability to manage a complex mix of executive, board, business, and personal commitments in a hybrid setup.

Responsibilities include managing calendars, coordinating domestic travel, preparing board materials and presentations, and handling confidential information.

Qualifications

• 5+ years of progressive Executive Assistant or similar experience.
• Experience supporting a CEO, C-suite executive, founder, private Principal, UHNW individual, or family office is strongly preferred.
• Advanced organizational and calendar management skills.
• Strong Microsoft Office 365 skills, particularly PowerPoint and Excel.

Responsibilities

• Manage a complex calendar encompassing executive, board, business, investment, and personal commitments.
• Coordinate domestic travel, including arrangements and schedule changes.
• Prepare PowerPoint presentations, board materials, meeting packages, and executive correspondence.
• Handle confidential documents and information with discretion.
• Provide administrative support related to various business interests of the Principal.

Skills

Calendar management

Executive support

MS Office 365

PowerPoint

Excel

Discretion

Communication

Board materials

Tools

Microsoft Office 365

PowerPoint

Excel

Job description

Executive Assistant to Principal Our client is seeking a sophisticated and highly proactive Executive Assistant to provide direct support to a senior executive and private Principal in Raleigh, North Carolina. This individual will serve as a trusted partner responsible for organizing an increasingly complex mix of executive, board, business, and personal commitments. This is a hybrid, direct hire opportunity. Company Profile Confidential

Executive Assistant Role

The position requires exceptional judgment, discretion, initiative, and the ability to operate with considerable autonomy. The Executive Assistant will have significant access to the Principal's schedule and communications and must be comfortable providing structure, anticipating needs, and respectfully pushing back when priorities compete.

Manage a complex calendar encompassing executive, board, business, investment, and personal commitments. Take ownership of scheduling and proactively identify conflicts, competing priorities, and opportunities to better organize the Principal's time. Serve as a gatekeeper and trusted point of contact, using sound judgment to determine priorities and appropriate follow up. Coordinate domestic travel, including commercial and private aviation, accommodations, transportation, itineraries, and schedule changes. Assist with preparation of PowerPoint presentations, board materials, meeting packages, and executive correspondence. Work comfortably with Excel and financial information, including basic spreadsheets, reporting, and administrative financial matters. Coordinate with attorneys, accountants, investment advisors, executives, and other members of the Principal's professional network. Track commitments, action items, deadlines, and follow up to ensure important matters move forward. Manage highly confidential documents, correspondence, and sensitive personal and business information. Provide administrative support related to the Principal's various business interests and outside activities. Handle special projects and evolving responsibilities with limited direction. Communicate proactively by phone, email, and in person and be comfortable picking up the phone when something needs to be resolved. Develop a strong understanding of the Principal's preferences, priorities, communication style, and working habits. Provide thoughtful guardrails around the Principal's schedule and be confident enough to recommend when commitments should be delegated, declined, or reprioritized. Maintain flexibility as the position and the Principal's professional responsibilities continue to evolve.

Executive Assistant Background Profile 5+ years of progressive Executive Assistant, Senior Executive Assistant, Executive Business Partner, or comparable executive support experience preferred. Experience supporting a CEO, C Suite executive, founder, private Principal, UHNW individual, or family office strongly preferred. Advanced organizational and calendar management skills. Strong Microsoft Office 365 skills, particularly PowerPoint and Excel. Comfort working with financial information; bookkeeping or accounting exposure is a plus. Experience preparing or coordinating executive presentations and board materials strongly preferred. Exceptional discretion and demonstrated experience handling confidential information. Strong business judgment and ability to make decisions independently. Highly proactive and comfortable taking action without waiting for detailed instructions. Polished written and verbal communication skills. Confident communicating with senior executives, attorneys, accountants, financial advisors, and other sophisticated stakeholders. Able to respectfully challenge or push back on an executive when necessary. Mature, composed, personable, and professional. Comfortable working in an environment where priorities and responsibilities may evolve.

Features and Benefits

• Company pays 85% of Healthcare benefits
• 401k Plan with 5% match
• Unlimited PTO
• Parental Leave for Mom and Dad
• Paid care giver leave
• Family forming benefits
• Employee Assistance Programs
• Short term and long-term disability coverage
• Life and AD&D coverage