Strategic Executive Assistant to Leadership & Board

Allegacy Financial; Winston-Salem (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

Allegacy Financial in Winston-Salem, NC, seeks an experienced Executive Assistant to provide high-level administrative support to a team of executives. You will manage complex calendars, coordinate travel, prepare materials, and advance projects with discretion and judgment.

This role partners with the Chief of Staff to support Board meetings, leadership retreats, conferences, and special events. This position requires strong MS Office skills, superb communication, and the ability to handle

Qualifications

• High school diploma or equivalent required; college degree strongly preferred.
• Three+ years of comparable administrative experience supporting senior or executive leaders.
• Financial services experience preferred; prior experience coordinating activities for a Board of Directors is highly desirable.

Responsibilities

• Develops and edits presentations, emails, reports, memos, and meeting materials for executive leaders.
• Manages complex calendars for multiple executives, including onsite and virtual meetings and travel arrangements.
• Anticipates needs, identifies conflicts, and keeps leaders aware of critical dates and follow-up tasks.
• Represents executive intent and coordinates with external partners, Board members, and team members.
• Coordinates airline, hotel, ground transportation, and other travel arrangements and prepares itineraries.
• Maintains executive records, minutes, and corporate files in an organized, secure manner.

Skills

Calendar management

Executive support

Microsoft Office

Notary

Relationship building

Travel planning

Discretion & judgment

Education

Bachelor's degree preferred

Notary designation

Tools

Microsoft Office 365

Copilot

Adobe Acrobat

Job description

Allegacy Financial in Winston-Salem, NC, seeks an experienced Executive Assistant to provide high-level administrative support to a team of executives. You will manage complex calendars, coordinate travel, prepare materials, and advance projects with discretion and judgment.

This role partners with the Chief of Staff to support Board meetings, leadership retreats, conferences, and special events. This position requires strong MS Office skills, superb communication, and the ability to handle