Strategic Executive Assistant & Workflow Architect

Lockton; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Lockton in San Francisco seeks an Executive Assistant who partners with Producers and leaders to optimize time, calendars, and workflows using AI-enabled tools. The EA acts as a trusted gatekeeper and information translator in a fast-paced, relationship-driven environment.

The role involves preparing meeting materials, coordinating travel, drafting communications, supporting marketing initiatives, and maintaining Salesforce data to surface insights for decision-makers.

Qualifications

• Bachelor's degree in business-related field or equivalent experience.
• 3–5 years of admin and/or sales support experience.
• Proficient in Microsoft Office and standard business software.
• Strong verbal, written, and interpersonal communication.
• Excellent organizational and time management skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Strategic time, calendar and workflow optimization for producers.
• Prepare agendas and materials; drive action items post-meetings.
• Coordinate travel, rooms, and catering as needed.
• Manage calendars to align with revenue-driving activities.
• Gatekeeper for meeting requests; prioritize based on impact.
• Lead weekly team meetings and track action items.
• Draft and proofread high-quality communications.
• Support Producer marketing initiatives (LinkedIn, newsletters).
• Maintain client data in Salesforce; surface insights.
• Coordinate event planning and client engagements.

Skills

Administrative/Sales support

Microsoft Office

Attention to detail

Communication skills

Organization & time management

Results oriented

Discretion & confidentiality

Independent work & judgment

Follow-through

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Lockton in San Francisco seeks an Executive Assistant who partners with Producers and leaders to optimize time, calendars, and workflows using AI-enabled tools. The EA acts as a trusted gatekeeper and information translator in a fast-paced, relationship-driven environment.

The role involves preparing meeting materials, coordinating travel, drafting communications, supporting marketing initiatives, and maintaining Salesforce data to surface insights for decision-makers.