Executive Assistant & Travel & Events Coordinator

Lockton Companies; Charlotte (NC); On-site; USD 60,000 - 75,000; Full time

Job summary

Lockton Companies in Charlotte, NC is seeking an Executive Assistant to provide high-level administrative support to multiple executives, manage calendars, travel, and expense reporting, and assist with events and operations for the office.

The role demands independent execution, discretion with confidential information, and the ability to coordinate internal and external communications, meetings, and procurement. Strong MS Office skills and vendor management experience are preferred.

Qualifications

• College degree or minimum of 3+ years of experience as an Executive Assistant
• Experience planning both small and larger scale events, including contract negotiation and vendor manager
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software.

Responsibilities

• Coordinate executive communications, including taking calls, responding to emails and interfacing with clients.
• Coordinate domestic and international travel
• Prepare internal and external corporate documents for team members and industry partners.
• Manage contacts and schedule internal and external appointments and conference calls.
• Prepare and submit expense report-related activities, such as receipt collection and follow up, and corporate credit card billing reconciliation.
• Coordinate events such as charity events, client/prospect outings and fund-raising events including contract negotiation and budget management
• Maintain an organized filing system of hard copy and electronic documents.
• Assist with prospect and client management in salesforce.
• Assist with commission reconciliation for book of business.
• Uphold a strict level of confidentiality and careful handling of critically sensitive documents.
• Develop and sustain a level of professionalism among staff and clientele.
• Provides backup assistance and support to the Office Operations team including periodic coverage for receptionist/front desk.
• Other duties as assigned

Skills

Executive support

Calendar management

Travel planning

Event planning

Microsoft Office

Education

College degree

Tools

Microsoft Office

Salesforce

Job description

Lockton Companies in Charlotte, NC is seeking an Executive Assistant to provide high-level administrative support to multiple executives, manage calendars, travel, and expense reporting, and assist with events and operations for the office.

The role demands independent execution, discretion with confidential information, and the ability to coordinate internal and external communications, meetings, and procurement. Strong MS Office skills and vendor management experience are preferred.