Full Time
7.00-8.00/ hr. DOE
40
Mar 26, 2026
Reports To: Senior Executive Assistant
Location: Remote — must work in Pacific or Mountain Time Zone
The Executive Assistant provides high-level administrative support to the Chief Strategy Officer (CSO), Chief Information Officer (CIO), SVP, Client Services & Portfolio Management and Chief Compliance and Privacy Officer. This role requires agility in navigating shifting priorities within a dynamic, fast-paced environment, while exercising discretion, organization, and attention to detail. In addition to direct executive support, the Executive Assistant partners closely with the Senior Executive Assistant to drive alignment, coordination, and seamless support across the leadership team. The role also plays an integral part in strengthening cross-team collaboration within the Leadership Teams through planning and execution of key meetings, initiatives, and engagement events.
• Oversee complex calendar management, coordinating internal and external meetings across multiple time zones, and accommodating last-minute changes and urgent business needs as required.
• Coordinate travel arrangements, itineraries, and on-the-ground logistics, ensuring seamless transitions between meetings, events, and locations.
• Serve as a professional point of contact between executives, internal teams, and external stakeholders.
• Support the planning and execution of executive and leadership events, including venue coordination, catering, travel, and onsite logistics, ensuring smooth delivery and professional, engaging participant experience.
• Process and reconcile expense reports in compliance with company policies.
• Collaborate with the Senior Executive Assistant to align priorities, share knowledge, and ensure consistent support across Executive and Senior Leadership teams.
• Maintain and update confidential records, files, and databases.
• Support the Senior Executive Assistant by helping maintain and evolve the EA playbook and standardized practices to ensure seamless, consistent executive support, and play a role in fostering an engaged EA community.
• Contribute to special projects and initiatives in support of ELT members, working closely with the Senior Executive Assistant to ensure timely progress and successful outcomes.
• Partner with the Senior Executive Assistant on Phoenix office operations, including supply ordering, hoteling office reservations, and logistical oversight, to ensure the office space runs smoothly and efficiently.
• Serve as a reliable backup to the Senior Executive Assistant, stepping in to ensure continuity of executive and leadership support during absences or periods of high demand.
Key Competencies:
• Executive Support Excellence
• Calendar, Travel, and Meeting Management
• Adaptability and Agility in Managing Change and Shifting Priorities
• Effective Multitasking in a Fast-Paced Environment
• Communication & Professional Correspondence
• Collaboration and Relationship Building
• Strategic Prioritization & Problem Solving
• Technology & Systems Proficiency