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Junior Executive Assistant to Trustee/Director

Job Description - Junior Executive Assistant to Trustee/Director

About the Opportunity
A fast-evolving governance and strategic advisory firm operating at the intersection of corporate trust, family offices, and high-net-worth client management, we empower Trustees and Directors with seamless administrative, operational, and compliance support. Our culture thrives on discretion, precision, and proactive execution — enabling leadership to focus on high-impact decisions while we handle the critical infrastructure behind them.



Role & Responsibilities



  • Manage calendars, scheduling, and travel logistics for Trustees/Directors with high accuracy and discretion.

  • Prepare, proofread, and format board papers, meeting agendas, minutes, and executive communications.

  • Coordinate internal and external stakeholders — including legal, finance, and compliance teams — to ensure timely delivery of inputs.

  • Track action items, deadlines, and follow-ups post-meetings and maintain an organized governance dashboard.

  • Handle confidential documents and communications with strict adherence to data privacy and compliance protocols.

  • Support ad-hoc research, data compilation, and presentation decks for strategic initiatives and regulatory filings.



Skills & Qualifications



  • Must-Have

  • MS Office (Word, Excel, PowerPoint)

  • Calendar management tools (Outlook, Google Calendar)

  • Document formatting & proofreading

  • Stakeholder coordination

  • Confidentiality & discretion

  • Board governance basics

  • Time management & prioritization

  • Meeting minute writing

  • Preferred

  • Experience in legal or financial services environment

  • Familiarity with CRM or governance software (e.g., BoardEffect, Diligent)

  • Basic understanding of company secretarial or compliance practices



Benefits & Culture Highlights



  • Work in a high-trust, low-micromanagement environment with direct exposure to senior leadership.

  • Structured career path with opportunities to grow into governance, compliance, or executive support roles.

  • Flexi-hours within core working days and professional development stipends.

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