Executive Assistant

Position responsibilities

• Strategic Time, Calendar and Workflow Optimization
• Utilize CoPilot for proactively monitor email inboxes, flagging items that require immediate attention and responding on behalf of the Producer / leader when appropriate.
• Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items.
• Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary.
• Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits
• Actively manage calendars to efficiently align with revenue driving activities and strategic priorities.
• Serve as a strategic gatekeeper for meeting requests, applying judgment to prioritize, redirect, or decline based on business impact.
• Lead weekly team meeting with applicable stakeholders. In preparation, capture, synthesize, and track action items following meetings, driving timely execution and accountability.
• Continuously assess and improve workflows to eliminate friction and increase effectiveness.
• Communication and Decision Support
• Act as a trusted communication bridge between Producer / Leader and internal/external stakeholders, ensuring clarity, professionalism and responsiveness.
• Curate information into concise, executive-ready insights that support informed decision making.
• Anticipate questions, risks or follow-ups before they surface and proactively provide context or solutions.
• Draft, review and proofread high-quality communications including emails, memos, reports and presentations
• Manage drafting and posting of “Lockton Wins” announcements
• Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.)
• Event and Relationship Experience Management
• Plan and support events, conferences and client engagements with a focus on experience quality and business outcomes
• Take a proactive approach to understanding client profiles, preferences and touchpoints to maximize relationship-building opportunities