Executive Assistant job opening at TriscendNP, Located in Flower Mound, Texas
TriscendNP is a financial services firm, that designs, implements and administers executive retirement benefit and insurance solutions for tax-exempt organizations across the country, including:
• Executive Bonus Plans
• Deferred Compensation Plans
• Split Dollar Arrangements
• Alternative Asset Classes
• Other insurance solutions
The Executive Assistant position is responsible for performing administrative support tasks for the CEO. The ideal candidate will provide top-level assistance, should be well-organized and be comfortable scheduling meetings, agendas, internal and external follow-ups, and CRM data management. Lastly, this individual should be able to draft documents and help the CEO with any necessary meeting preparations.
Strengths, Attitude, Experience, and Requirements
• Manages CEO availability, emails and commitments to ensure clear priorities and optimum use of the CEO’s time.
• Effectively organizes, drives and controls virtual and face-to-face meetings such that agenda and action items are clearly understood by participants, and meeting outcomes are productive.
• Successfully complete critical aspects of deliverables with a hands-on approach.
• Prioritize conflicting needs and handle matters expeditiously and proactively.
• Maintain records, analyze data, and generate reports for executive team.
• Prepare and manage expense reports.
• Prepare and edit executive presentations.
• Assist in scheduling meetings, conference calls and making travel arrangements for the CEO and other executives as needed.
• Manage/ coordinate department functions, i.e., All Staff meetings, leadership offsites, etc.
• Demonstrates exceptionally strong written and verbal communication skills.
• Project management, organizational and time management skills.
• Proficient in Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe/PDF applications. Knowledge of SalesForce.
• 5 years of relevant experience as an Executive Assistant or Executive Secretary required.
Compensation
Commensurate with experience. Excellent benefits including medical and dental insurance, paid vacation, profit sharing, and retirement benefit plans.
To apply for this position, interested candidates may send their resume to Christina Henry at chenry@triscendnp.com