Executive Assistant

2 weeks ago

Charlotte, United States Summit Leadership Partners Full time

Essential Duties and Responsibilities:


The Executive Assistant role is a multifaceted position that offers vital administrative and project support within a dynamic and entrepreneurial environment. This individual will play a crucial role in managing various business-related tasks to enhance consultant-client delivery, while also embracing new responsibilities as the organization evolves. The ideal candidate is proactive, adaptable, and eager to contribute to the team's success through innovative thinking and effective organization.


  • Manage the CEO's calendar, coordinating and scheduling meetings, appointments, and travel arrangements to optimize time and productivity.
  • Oversee client communications including follow-ups, statement of work progress, and proactively chasing down outstanding deliverables, while ensuring effective document tracking and organization.
  • Prepare and process expense reports for multiple executives, ensuring accuracy and timely submission in line with company policies.
  • Prepare meeting agendas, compile relevant materials, and ensure the CEO is well-prepared for all engagements.
  • Serve as a liaison between the CEO and internal/external stakeholders, facilitating effective communication and fostering strong relationships to ensure smooth operations.
  • Coordinate logistics for meetings and events, including venue selection, catering, and technology setup.
  • Maintain confidentiality and exercise discretion while handling sensitive information and matters related to the CEO and the organization.
  • Assist in the creation of detailed Excel reports and impactful PowerPoint presentations.
  • Conduct light market research on trends, competition, and relevant areas as needed.
  • Provide general administrative support to the leadership team, ensuring efficient workflow.
  • Help prepare the team for important meetings, speaking engagements, and major events.
  • Perform related duties as assigned by supervisor
  • Maintain compliance with all company policies and procedures


Education and/or Work Experience Requirements:


  • Bachelor’s degree in business administration, finance, or another related field required
  • 10+ years’ experience in an EA role with a small professional services environment
  • Excellent written and verbal communication skills
  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
  • Must maintain high confidentiality and professionalism on all business-related matters
  • Excellent computer proficiency (in-depth understanding of MS Office – Word, Excel, PowerPoint and Outlook)
  • Experience in a fast-paced, entrepreneurial environment


Physical Requirements:


  • Must be able to commute to the corporate office at least 2 days per week
  • Must be able to work independently and with a secure internet connection (when working remote)
  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to lift and carry up to 25 pounds

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