Strategic Executive Assistant & Workflow Optimizer

Lockton Companies; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Career growth opportunities

Job summary

Lockton Companies in San Francisco, CA seeks an Executive Assistant to partner with Producers and senior leaders, optimizing time, calendars and workflows while surfacing insights for decision making. The role relies on proactive, tech-forward thinking in a fast-paced, relationship-driven environment.

The ideal candidate brings 3–5 years of admin/sales support experience, strong MS Office skills, and a track record of handling confidential information with discretion.

Qualifications

• Bachelor’s degree in a business-related program or equivalent education and/or experience preferred.
• A minimum of three to five years of previous administrative and/or sales support experience.
• Proficiency in Microsoft Office suite.
• Strong attention to detail required.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility.
• Must be able to handle confidential information with discretion and trust.

Responsibilities

• Strategic Time, Calendar and Workflow Optimization for Producers and leaders.
• Act as trusted communication bridge between leaders and stakeholders; craft concise, executive-ready insights.
• Plan and support events, conferences and client engagements with focus on experience quality.
• Maintain and enhance client and prospect data within Salesforce; surface insights and risk indicators.
• Review accounts receivable monthly and coordinate with account teams on aged receivables.
• Support accounting-related activities, including expense submissions and related documentation.

Skills

Strong communication

Interpersonal skills

Discretion with confidential info

Attention to detail

Independent with good judgment

MS Office proficiency

Education

Bachelor’s degree in business or related field

Tools

Salesforce

Microsoft Office

Job description

Lockton Companies in San Francisco, CA seeks an Executive Assistant to partner with Producers and senior leaders, optimizing time, calendars and workflows while surfacing insights for decision making. The role relies on proactive, tech-forward thinking in a fast-paced, relationship-driven environment.

The ideal candidate brings 3–5 years of admin/sales support experience, strong MS Office skills, and a track record of handling confidential information with discretion.