Executive & Personal Assistant to CEO

• Prepare and deliver daily reports summarizing completed activities and upcoming tasks
• Actively manage the CEO’s calendar and proactively resolve scheduling conflicts or present options to facilitate decision-making
• Provide support for the CEO’s personal finances including donations, bill payments, check deposits at the local bank, errands, and phone communications
• Perform all administrative duties necessary to maintain the CEO and Executive Assistant office environment
• Work annually with accountants and investment entities to gather tax preparation materials and assist with information required for audits
• Arrange complex domestic and international travel for both personal and business purposes, including 3 to 5 international and 20 domestic trips annually
• Maintain familiarity with travel policies and vendor relationships, including use of AMEX Centurion services for premium travel coordination

• Screen calls and respond to letters and emails on the CEO’s behalf
• Coordinate conference calls, Teams meetings, and Executive Leadership Team meetings
• Prepare monthly personal expenses and revenue reports, travel reports, and related financial summaries
• Maintain files for correspondence, records, and personal matters, ensuring all confidential documents are handled with discretion
• Assist with reconciliation of corporate and personal credit card statements and monitor charges for accuracy and alignment with budgets

• Must be highly motivated, detail-oriented, and comfortable stepping outside defined job responsibilities as needed
• Team player with a collaborative spirit and willingness to assist across various levels of the organization
• Professional appearance and demeanor required
• Must have reliable personal transportation and a valid driver's license
• Availability to support the CEO and his wife with occasional evening or weekend communications or responsibilities
• Bachelor’s degree preferred, or equivalent combination of education and relevant experience

• Discreet and trustworthy with sound judgment in handling sensitive and confidential matters
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint
• Exceptional written and verbal communication skills, including notetaking and follow-up
• Strong problem-solving and prioritization abilities in dynamic environments
• Calm and composed under pressure with a high degree of emotional intelligence
• Able to work independently while managing multiple priorities efficiently
• Strong organizational and time management skills
• Able to evaluate processes and recommend improvements or alternative solutions
• Strong interpersonal skills and ability to maintain cooperative working relationships across internal teams and with external business associates

Insight Investments