Executive Assistant

Provide high-level administrative support to designated members of the Executive Leadership Team.

Manage complex calendars, including scheduling internal and external meetings, prioritizing requests, and resolving conflicts.

Coordinate travel arrangements, including flights, hotels, transportation, and detailed itineraries.

Prepare and process expense reports in a timely and accurate manner.

Support meeting preparation by gathering materials, creating agendas, preparing presentations, and organizing follow-up items.

Monitor and help manage executive inboxes as needed, including drafting responses, flagging priorities, and tracking action items.

Serve as a trusted liaison between executives and internal or external stakeholders.

Handle sensitive and confidential information with professionalism and discretion.

Exercise strong judgment in managing executive priorities, proactively anticipating needs and resolving issues before escalating.

Act as a gatekeeper of time, helping to evaluate, prioritize, and sequence requests in alignment with business priorities.

Partner closely with the executive leader to ensure meetings, materials, and follow‑ups are aligned to strategic objectives.

Provide partial project support for initiatives led by the Chief Wealth Officer.

Assist with coordination of cross-functional meetings, timelines, deliverables, and follow-up tasks.

Track project milestones and help ensure action items are completed on schedule.

Prepare reports, summaries, presentations, and meeting notes for leadership discussions.

Help organize materials and logistics related to strategic planning, leadership meetings, and special projects.

Support execution of department or enterprise initiatives by partnering with stakeholders across the business.

Support preparation and coordination for senior leadership, governance, or Board‑level meetings as needed, including materials, logistics, and follow‑ups.

Liaise professionally with internal and external stakeholders on behalf of the CEO and other senior leaders.

Help coordinate on-site meetings, leadership sessions, and other in-person events in the Charlotte office.

Maintain organized files, records, and documentation for executive and project-related work.

Assist with vendor coordination, document preparation, and other administrative processes as needed.

Identify opportunities to improve administrative workflows and create efficiencies for leaders and teams