Executive Assistant
Compass Retirement Solutions Executive Assistant
We are seeking a highly organized and strategic Executive Assistant to support our CEO. This role goes beyond traditional administrative support, requiring a proactive partner who can anticipate needs, manage priorities, and help the CEO operate at maximum efficiency. The ideal candidate will be someone who thinks strategically, is highly detail-oriented, and possesses the foresight to manage time and resources effectively. This person will be a key confidante for the CEO, handling email, calendar management, coordination of personal and professional activities, and serving as a reliable buffer to create valuable time for the CEO.
Core Competencies:
- Strategic Thinking & Initiative: Ability to think several steps ahead and anticipate CEO needs.
- Dependability & Loyalty: Must be a highly reliable support, maintaining loyalty and discretion at all times.
- Organizational Excellence: Detail-oriented, organized, and consistent in managing priorities and information.
- Adaptability: Capable of adjusting to shifting priorities and complex scheduling needs.
Key Responsibilities:
- Email Management & Organization
- Manage and streamline the CEO’s inbox for efficiency and accessibility.
- Prioritize and highlight critical communications for the CEO’s attention.
- Maintain a logical and intuitive email organization system without overcomplicating folders.
- Filter, delegate, and respond to routine emails to optimize workflow.
- Calendar Management & Strategic Planning
- Oversee the CEO’s schedule, proactively resolving conflicts and planning ahead.
- Monitor the calendar 2–3 weeks in advance to ensure readiness for key meetings and deadlines.
- Coordinate meetings and events with internal and external stakeholders, aligned with priorities.
- Operational & Personal Coordination
- Assist with professional and personal tasks, including travel and appointments.
- Serve as a bridge between the CEO and the leadership team, handling non-critical communications.
- Protect the CEO’s time and confidentiality with discretion and reliability.
- Project Support & Follow-Through
- Coordinate timelines, resources, and progress tracking for CEO-led initiatives.
- Prepare reports, presentations, and other materials for meetings.
- Proactively identify and address areas where additional support may be needed.
- Proactive Task & Resource Management
- Anticipate the CEO’s needs and implement solutions to manage workload and resources.
- Organize and maintain accessible documents and files.
- Act as a contact point to streamline requests for information or resources.
Key Qualifications:
- Proven experience (5+ years) as an Executive Assistant to a CEO or senior executive.
- Bachelor’s degree in Business, Communications, or related field (or equivalent experience).
- Highly organized with strong attention to detail and commitment to consistency.
- Demonstrated ability to manage email and calendars with a proactive approach.
- Strong written and verbal communication skills.
- Discreet, trustworthy, and able to handle sensitive information with the highest confidentiality.
- Skilled in Microsoft Office Suite, Google Workspace, and other productivity tools.
Employment Type:
This role will begin as a part-time position, with the potential to transition into a full-time role as responsibilities and workload increase.