Executive Assistant

 

Responsibilities

The Executive Assistant is responsible for providing comprehensive, proactive support to Aperio’s Chief Executive Officer (CEO). As the day-to-day partner of the CEO, the Executive Assistant maintains extensive working knowledge of Aperio’s vision, strategic plan, operational priorities, clients, and business development and enables the CEO to fulfill their role in leading the company to success in these areas. The Executive Assistance combines organizational excellence with a flexible, creative approach to provide support that is as forward-looking as it is thorough. The Executive Assistant collaborates extensively with the senior team to ensure that their needs for CEO partnership, input, and guidance are met and that the CEO’s time is invested to highest and best use.

Direct support of CEO (70%)

  • Maintains a working knowledge of the roles, priorities, and work style of the CEO

  • Works with the CEO to define support needs and create solutions

  • Proactively identifies and fulfills support needs

  • Serves as a point person for requests of the CEO, helping to organize and prioritize incoming questions, approval requests, input needs, and action items

  • Provides frequent reminders regarding next steps on clients, business development, management, and other tasks in the format that the CEO prefers

  • Maintains a working knowledge of upcoming deliverables and projects that require CEO time; supports the CEO in planning ahead and fulfilling their responsibilities

  • Support the CEO in optimizing their calendar, achieving objectives for managing time and protecting space to focus on priorities

  • Schedules meetings with internal and external stakeholders—including clients, clients’ donors, prospective clients, and other key relationships—in a quick, friendly, and flexible manner

  • Facilitates and coordinates meetings including location, catering, and audio/video requirements

  • Prepares and/or sources meeting agendas and prep materials, as needed

  • Ensures that the CEO is provided with timely, accurate information and documentation for meetings and presentations

  • Enters information into Aperio’s CRM, including contact information, meeting notes, and next steps related to business development relationships

  • Prepares communications, emails, letters, and memoranda, as needed

  • Arranges travel plans

  • Completes and submits expense reports.

Strategic project support (30%)

  • Collaborate with members of Aperio’s senior team to advance strategic projects that support the growth of the business

  • Assists with the development and preparation of presentations and reports, including content for presentations, speeches, and internal and external meetings

  • Researches, analyzes, prioritizes, and follows up on current issues, including those of a sensitive or confidential nature

  • Serves as the primary point of contact for internal and external constituencies on a variety of matters

  • Undertake special projects as assigned

  • Perform other related duties as assigned

Qualifications

  • 3+ years of work experience, including at least 1 year of executive-level administrative experience

  • Proficient in Microsoft Office Excel, PowerPoint, Word, and Outlook, including advanced formatting and style capabilities

  • Sensitivity to confidential matters is required

  • Strong relationship management, interpersonal, and communication (written and oral) skills

  • Ability to work well with all levels of staff, management, vendor, etc.

  • Demonstrated ability to manage complex projects to successful outcomes

  • Self-starter with ability to complete tasks with minimal direction and supervision

  • Operationally minded, exceptional detail orientation, and consistent follow-through

  • Outstanding organizational skills and ability

  • Entrepreneurial style

  • Bachelor’s degree preferred

  • Ability to travel, as needed

The details

Location

This role combines remote work-from-home and on-site support requirements for events.

To facilitate work-from-home, Aperio provides essential technology equipment and:

  • A $250 home office set-up stipend at 90 days

  • A monthly mobile phone reimbursement of $75 per month

Compensation

Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.

Base compensation for this role is $50,000 - $70,000 commensurate with experience in executive assistance. Bonus and promotion opportunities available.

Benefits include:

  • Flexible scheduling

  • Paid time off (PTO) starting at 4 weeks per year

  • 10-15 holiday days per year, including closure over the year-end holidays

  • Medical, dental, and vision insurance

  • 401K with company matching of 100% of employee contributions up to the first 3% of pay and then 50% of employee contributions on the next 2% of pay

Application

To apply for this role, please click on the link below.