Executive Assistant

The Executive Assistant will support the Chief Collaboration & Integration Officer (CCIO) in keeping the firm’s strategic and operational priorities on track. This role blends executive support with project coordination helping the CCIO ensuring firm initiatives move forward.

The Executive Assistant connects leadership and teams, manages critical details, and helps turn plans into action. By supporting both people and projects, this role plays an important part in driving collaboration and operational excellence across the firm.

Essential Position Responsibilities:

Executive Support

·         Provide comprehensive administrative support to the CCIO

·         Assist CCIO with calendar management, scheduling, travel coordination, and meeting preparation.

·         Draft and prepare agendas, meeting support materials, presentation materials, and follow-up communications.

·         Anticipate needs and proactively manage priorities, deadlines, and commitments.

Project & Operations Management

·         Lead and manage firm-wide operational projects, ensuring timelines, deliverables, and milestones are achieved.

·         Collaborate with cross-functional teams to improve processes, enhance efficiency, and support firm initiatives.

·         Develop, document, and lead adoption of standard operating procedures (SOPs) to drive consistency and operational excellence..

·         Support change management and integration efforts for new systems, processes, or initiatives.

·         Leverage current technology as well as identify and implement new technologies and productivity tools to manage information, streamline processes, and enhance efficiency.

EOS/Traction Support

·         Support the firm’s EOS (Entrepreneurial Operating System) implementation by preparing scorecards, documenting meeting notes, tracking Rocks, and ensuring follow-through on commitments.

·         Act as a key facilitator between the CCIO and other leadership roles to promote cross-functional alignment and collaboration.

Collaboration & Communication

·         Build strong relationships across the firm and act as a trusted liaison between the CCIO and internal/external stakeholders. 

·         Draft, edit, and refine correspondence, presentations, and reports with precision and professionalism. 

·       Bachelor’s degree in Business Administration, Project Management, or related field (or equivalent experience) preferred.

·       3–5 years of experience in project management, operations, executive support, or a hybrid role in professional services firm preferred.

·       Familiarity with EOS / Traction methodology preferred. 

·       Strong organizational, time management, and multitasking skills with proven ability to manage competing priorities.

·       Excellent written and verbal communication skills, with the ability to interact professionally at all levels.

·       Proficiency in Microsoft Office Suite and project management tools (e.g., Monday.com, Notion, or similar).

·       Ability to handle sensitive and confidential information with discretion.

·       Strong problem-solving skills, with a proactive and resourceful approach.

·       Proven ability to manage multiple projects and meet deadlines.

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.