Executive Assistant

This role provides high-level administrative, operational, and relationship management support to the SVP of Institutional Relationships. The ideal candidate is highly organized, detail-oriented, and professional, with excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. Responsibilities Provide administrative and operational support to the SVP of Institutional Relationships. Assist in managing and organizing the SVP’s email inbox and calendar, ensuring efficient scheduling for travel. Collaborate with the SVP to maintain and grow client relationships. Prepare presentations, reports, and sales materials. Track and analyze data related to sales performance, client engagement, and market trends. Assist in organizing internal and external meetings, events, and association conferences. Conduct research on potential prospects and market opportunities. Coordinate follow-up activities, including client communications and next steps from meetings. Maintain confidentiality and professionalism in all aspects of the role. Develop client and prospect briefing materials, account snapshots, and meeting preparation packets. Partner with internal teams to gather and validate client, portfolio, and operational data used in sales and relationship management activities. Maintain CRM data quality and support reporting initiatives through Salesforce, Power BI, and other internal systems. Monitor client activity, purchasing trends, and engagement metrics to identify opportunities and support strategic account planning. Serve as a liaison between sales, operations, analytics, and other internal stakeholders to ensure timely execution of client-related initiatives. Qualifications Bachelor’s degree or equivalent experience. Proficient in Microsoft Excel. Highly organized with the ability to manage multiple tasks and deadlines. High attention to detail and commitment to maintaining accurate data across multiple systems Experience preparing executive-level reports, presentations, and meeting materials Strong verbal and written communication skills. Ability to work independently as well as part of a collaborative team. Experience with CRM systems (Salesforce). Positive attitude, strong work ethic, and a willingness to take on new challenges. Experience preparing executive-level reports, presentations, and meeting materials. #J-18808-Ljbffr Insight Global