Executive Assistant

📋 Description

• Manage and organize the agency owner’s inbox, including sorting messages, flagging priorities
• Coordinate calendar scheduling, meeting reminders, rescheduling, and day-to-day administrative
• Prepare meeting notes, action items, and follow-up communications as needed.
• Maintain a clear tracker of open tasks, priorities, deadlines, and pending decisions.
• Support ad hoc administrative projects, file organization, and internal documentation as needs
• Prepare recurring manual reports using information from internal systems and lead-management

🎯 Requirements

• 3+ years of experience as an Executive Assistant, Administrative Assistant, Operations Coordinator
• Experience supporting an executive, founder, or fast-paced leadership team.
• Experience preparing reports, managing spreadsheets, and organizing information from multiple
• Experience in insurance, financial services, sales operations, or a lead-driven environment is a
• Excellent calendar, inbox, task, and document-management skills.
• Proficiency with Google Workspace or Microsoft Office, including Gmail/Outlook, Calendar