Executive Assistant
Lockton, Inc.
Job Summary: The Executive Assistant to the Technology Practice Lead Producer is a highly adaptable, discreet, and resourceful professional who thrives under pressure and anticipates needs before they arise. This role demands exceptional communication skills, emotional intelligence, and the confidence to work closely with a dynamic leader. Acting as the Producer's right hand, the Executive Assistant will ensure seamless operations, manage complex priorities, and safeguard the flow of critical information. The ideal candidate brings proven experience supporting senior executives in fast-paced, high-stakes environments with elevated responsiveness and strategic support as needs evolve. Position responsibilities Calendar, Schedule and Email Management •Proactively monitor the Producer's inbox, prioritizing emails and responding on behalf of the Producer when appropriate. •Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. •Maintain calendars and schedule meetings and appointments, as requested. •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. •Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. •Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits. Communication and Correspondence •Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer. •Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis. •Act as a point of contact between the Producer and internal / external stakeholders. •Ensure clear and timely communication and manage any urgent requests or issues that arise. •Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand. •Draft, review and proofread high-quality communications including emails, memos, reports and presentations. •Manage "Lockton Wins" announcements for Producer new business. Event Support •Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. •Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials. •Provide on-site support for the event as requested. •Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.). Book of Business / Administrative Support •Maintain client/prospect database and reports in Salesforce. •Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days. •Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements. •Create and maintain files of correspondence and other records, processing files for dead storage, as necessary. •Take a proactive approach to understanding client profiles, preferences and touchpoints. •Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation. •Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. •Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.). •Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders. Other Duties •Perform other work-related duties as assigned. #LI-OE1 Requirements: Position qualifications • Bachelor's degree in a business-related program or equivalent education and/or experience preferred • A minimum of three to five years of previous administrative and/or sales support experience
• Proficiency in the use of Microsoft Office suite • Strong attention to detail required • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor • Exceptional organizational and time management skills to prioritize workload and meet deadlines required • Must be results-oriented with the ability to be adaptable and proactive
• Must be able to handle confidential information with discretion and trust
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency • Demonstrated ability to follow through promptly on tasks to their completion • Legally able to work in the United State This position may be eligible for annual discretionary bonus consideration.
• Proficiency in the use of Microsoft Office suite • Strong attention to detail required • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor • Exceptional organizational and time management skills to prioritize workload and meet deadlines required • Must be results-oriented with the ability to be adaptable and proactive
• Must be able to handle confidential information with discretion and trust
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency • Demonstrated ability to follow through promptly on tasks to their completion • Legally able to work in the United State This position may be eligible for annual discretionary bonus consideration.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Executive Assistant in San Francisco, CA vacancy
$40 - $45 per hour
...role provides critical administrative support to Partners and Executives, ensuring seamless coordination of communications, schedules, and... ...event planning support for internal and external meetings. Assist with special projects, ensuring confidentiality and discretion....SuggestedFull timeContract workWork at officeLocal areaFlexible hours- We’re seeking a future team member for the role of Executive Assistant to join our BNY Wealth team. This role is located in San Francisco. This is an exciting opportunity for a highly organized, polished, and proactive professional to support a senior executive leader...SuggestedFull timeWork at officeWorldwideFlexible hours
$25 per hour
...1 California Street, San Francisco California Provide executive administrative support performing diverse administrative and clerical... ...reports as needed. * Performs proactive problem research and assists in resolution. * Manages day-to-day office operations,...SuggestedHourly payFull timeWork at officeImmediate startFlexible hours$134k - $185k
...for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining... ...strategic, highly proactive, and tech-forward Senior Executive Assistant to partner directly with our Chief Product Officer (CPO). As the...SuggestedFull timeLocal areaWorldwideFlexible hoursShift work$130k
About the Position: Executive Assistant to C-Suite The Executive Assistant to the C-Suite is a trusted strategic partner who helps leadership operate at maximum effectiveness. This role goes beyond traditional administrative support and requires exceptional judgment...SuggestedWork at office2 days per week- ...Meanwhile is seeking an Executive Personal Assistant to sit in-office daily in San Francisco and act as Zac's operational right hand across professional and personal life. This dynamic, judgment-intensive role requires ownership, discretion, and speed without cutting...Work at office
$180k - $250k
...Executive Personal Assistant 70% Executive Support 30% Personal & Family Support Office Location: 44 Montgomery st | Home office: Balboa Terrace San Francisco, CA | In-Person | Full-Time About the Company Meanwhile is the world's first licensed and regulated Bitcoin life...Full timeContract workFor contractorsWork at officeRemote workWork from homeRelocationHome office$130k - $150k
...on your skills and experience — talk with your recruiter to learn more. Base pay range $130,000.00/yr - $150,000.00/yr Executive Personal Assistant to UHNW Individual Our client, an UHNW individual based in San Francisco, is seeking a top-tier Executive Personal Assistant...Full timeWork at office- ...Turing in San Francisco/Palo Alto is seeking an Executive Personal Assistant to the Founder & CEO. You will provide integrated executive and personal support, manage a demanding schedule, coordinate complex travel, and protect time for high-impact work. This role requires...
- ...The Executive Assistant plays a critical role in supporting Brio Financial Group’s leadership team, primarily the Founder and CEO, as well as the C and VP levels as time permits. This position provides support for the executives and, on a limited basis, personal support...
$175k
...Executive Assistant to the Principal | Private Family Office Are you interested in joining an organization with a global reach? In a world of shifting threats, Concentric is your trusted ally. Powered by elite professionals from military, government, and intelligence backgrounds...Currently hiringWork at officeImmediate startVisa sponsorshipShift workWeekend workAfternoon shift- ...that future. Join us in solving one of the most important challenges of our time. The Role We’re looking for a high‑potential Executive Assistant to support three of our key executives: Head of Engineering, Head of Product, and Head of People. This in‑person role (four...Full timeTemporary work
$300 per month
...tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About the Role: The Executive Assistant (EA) will be responsible for supporting the Senior Technical Leaders. This role requires a dynamic, highly adaptable...Temporary workWork at officeFlexible hoursShift work$127k - $269k
Executive Assistant, Chief People Officer Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma’s platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype, translating designs...Hourly payMinimum wageFull timeInternshipLocal areaRemote workFlexible hoursShift work$69.4k - $101.8k
...Administrative Assistant We are looking for a sharp and detail‑oriented Administrative Assistant to join our Levi’s US/Canada Commercial organization and provide executive support to two dynamic leaders at Levi Strauss & Co. Responsibilities Provide executive assistance...3 days per week$120k - $150k
...fast-growing business with billions in revenue About The Role Handshake is seeking a highly organized, proactive, and strategic Executive Assistant to support four VP-level executives. This role is critical to ensuring our leaders operate efficiently and effectively,...Full timeWork at officeRemote workMonday to FridayFlexible hours$117k - $160k
...for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work... ...in on this mission. If you are too, let's talk. The Executive Assistant Opportunity Okta is hiring an Executive Assistant to provide a...Work experience placementLocal areaRemote workWorldwideFlexible hours- ...market fit. Our founders’ “imagine ifs” have turned into companies like Notion, Roblox, Uber, and Square. Your core role as an Executive Assistant will include: Managing and prioritizing complex calendars, scheduling meetings, resolving conflicts and ensuring the...Odd jobWork at officeShift workNight shift
- ...TCWGlobal is seeking a highly organized Administrative Assistant to support our CFO and CMO in a hybrid role in San Francisco. You will manage complex calendars, coordinate travel, plan off-sites, and prepare presentations using Google Slides. The ideal candidate excels...
- ...Assistant to the VPs Under the direction of the Head Assistant to the VPs, the Assistants to the VPs support VPs in the day-to-day activities of the office as well as helping with the preparation of committee/council meetings for the Board of Directors. A person in this...Work at officeLocal area10 hours per week
$91k - $99k
...Job Title: Executive Assistant / Senior Administrator Location (city, state): San Francisco, CA (Hybrid) Industry: Professional Services / Consulting Pay: $91,000 – $99,000 / year base Benefits: This position is eligible for medical, dental, vision, and...Local areaShift work- Executive Assistant Department: Business Operations Employment Type: Full Time Location: SF / Boston / Remote (USA) Description We are seeking a proactive and highly organized Executive Assistant to support our executive leadership team. This role...Full timeWork at officeRemote work
$85k - $155k
...to protect their time, prepare them for what's ahead, and keep things moving when they're heads-down building. You'll plan and execute internal events and team gatherings that reflect Gamma's creative culture, draft and coordinate internal communications on behalf of...Full timeWork at officeWork from home$60k - $90k
...Executive Assistant Brown Advisory is currently seeking a customer service oriented individual to fill a need for an Executive Assistant in our San Francisco office. This role is diverse, with responsibilities that include reception coverage, executive support, processing...Full timeTemporary workWork at officeAfternoon shift- ...priority. This position is located in the San Francisco Office. Under the direction of the Business Taxes Administrator III, the Executive Assistant provides administrative support to the Office Administrator on sensitive departmental and/or program issues by performing a...Permanent employmentWork at officeRemote work
$110k - $145k
...experiences, at a company that isn't just moving fast, but rewriting what fast looks like. Role Overview We are seeking an exceptional Executive Assistant to serve as a trusted partner to our Chief Executive Officer/Founder and Chief Strategy Officer/Co-founder. This role is...Work at officeWorldwideShift work$33 - $38 per hour
...Executive Assistant At Family & Child Empowerment Services (FACES), we envision a future where all families have what they need to live, grow, and thrive in San Francisco. We provide families with high-quality early childhood education; after-school and summer enrichment...Hourly paySummer workLocal area$75k - $90k
...Executive Assistant MISUMI Americas, a division of MISUMI Group, is a leading provider of standard, configurable, and custom manufacturing solutions. By integrating a vast catalog of components with a world-class digital manufacturing platform, MISUMI Americas empowers...- ...Shopify. We recently raised our Series B and have grown 800% over the last 12 months. The Opportunity We're hiring an Executive Assistant to support our CEO & co-founder. This is a pure EA role: calendar, travel, inbox, expenses, and the dozens of small things that...Contract workWork at officeFlexible hoursWeekend workAfternoon shiftEarly shift
- ...Executive Assistant We are seeking a highly skilled and seasoned Executive Assistant to provide executive-level support in a fast-paced, professional environment. As a key liaison between senior leadership, internal departments, and external constituencies, you will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Assistant. Be the first to apply!
Related searches
- executive assistant to president San Francisco, CA
- senior executive assistant San Francisco, CA
- personal executive assistant San Francisco, CA
- remote executive assistant San Francisco, CA
- executive assistant communications San Francisco, CA
- executive team assistant office manager San Francisco, CA
- executive secretary San Francisco, CA
- executive assistant work from home San Francisco, CA
- senior level executive assistant San Francisco, CA
- executive assistant San Francisco, CA

