Executive Assistant to Senior Business Analyst and Executive Manager
Vinotheque Wine Cellars
Job Description
Job Description
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Job Summary:
The Executive Assistant provides strategic, operational, and administrative support to the Senior Business Analyst & Executive Manager. This role functions as an extension of leadership—enhancing productivity, driving accountability, supporting cross-department communication, and ensuring alignment with company-wide initiatives. The position requires exceptional organizational skills, strong communication abilities, and comfort working in a fast-paced, high-visibility environment.
Essential Duties and Responsibilities
Strategic Support & Project Coordination
- Attend high-level leadership, project, and departmental meetings; take detailed notes and document key decisions.
- Track project milestones, timelines, deliverables, and follow-up responsibilities across multiple teams.
- Prepare summaries, reports, and executive-level updates for ongoing initiatives.
- Support integration of business analysis, AI adoption, information systems, and operational improvements.
- Maintain centralized documentation of discussions, action items, and progress tracking.
Scheduling & Time Management
- Manage and prioritize the executive’s calendar, ensuring alignment with strategic objectives.
- Coordinate recurring meetings, planning sessions, reviews, and cross-department activities.
- Anticipate and resolve scheduling conflicts proactively.
- Schedule protected time for focus work, planning, and strategic analysis.
- Coordinate travel arrangements for the executive as needed.
Communication & Executive-Level Liaison
- Serve as a communication conduit between the Senior Business Analyst & Executive Manager, the Executive Team, managers, and employees.
- Draft correspondence, follow-up messages, reminders, and summaries to ensure alignment and clarity.
- Analyze incoming communications (emails, reports, memos) and determine appropriate responses or routing.
- Coordinate with the CEO’s Executive Assistant to align executive-level agendas, project reviews, and priorities.
- Represent the executive in meetings when delegated.
Accountability & Performance Tracking
- Monitor progress on project deliverables, departmental KPIs, and strategic initiatives.
- Flag delays, risks, and deviations from goals or timelines.
- Maintain visibility into commitments across departments to ensure follow-through.
- Support managers in preparing timely, KPI-focused agendas and reports.
Meeting Coordination & Management
- Prepare agendas and ensure alignment with company goals and priorities.
- Connect with meeting owners to confirm agenda readiness and required documentation.
- Distribute meeting minutes, track follow-up responsibilities, and ensure timely status updates.
- Manage and coordinate the following meetings:
Required Meetings to Manage
- Weekly Executive Tactical & Strategic Meetings
- Monthly Executive Team Offsite (full day)
- Quarterly Two-Day Strategic Offsite (coordinated with Sandy Reed)
- Monthly Manager Meetings:
- Collaborate with the CEO’s EA on agenda creation
- Collect department KPIs and action items
- Monitor status of five ongoing company projects, including accomplishments, next steps, and target timelines
Administrative & Documentation Support
- Create, edit, and organize executive presentations, reports, and communication materials.
- Maintain filing systems, databases, and corporate records with accuracy and confidentiality.
- Assist with confidential projects, compliance documentation, and sensitive operational tasks.
- Provide advanced clerical support as needed across executive initiatives.
Coordination & Delegation Support
- Cascade the executive’s directives in clear, actionable communication.
- Work closely with managers and team leads to verify progress and ensure operational follow-through.
- Maintain structured documentation to support accountability and consistency in execution.
Desired Attributes & Competencies
- Exceptional organization, prioritization, and follow-through.
- Strong written and verbal communication skills.
- Analytical mindset with comfort working with data, KPIs, and metrics.
- Proactive thinker able to anticipate needs, risks, and scheduling challenges.
- Experienced with project management, information systems, and cross-functional collaboration.
- Discretion, professionalism, and trustworthiness with confidential information.
- Confidence interacting with senior leadership and multiple departments.
Qualifications
- Education: High School Diploma required; Associate’s Degree preferred.
- Experience: 3–5 years in executive support, project coordination, or related administrative roles.
- Technical Skills:
- Strong proficiency in Microsoft Office Suite
- Familiarity with CRM or ERP systems (AccountMate, Salesforce, etc.)
- Experience with project management tools preferred
- Professional Skills:
- Strong organizational, problem-solving, and time-management capabilities
- Ability to manage shifting priorities in a fast-paced environment
- High level of confidentiality and discretion
Work Environment & Physical Requirements
- Standard office environment with moderate noise levels.
- Frequent use of computer, phone, and office equipment.
- Requires sitting, standing, and walking for extended periods.
- Occasional lifting of up to 25 lbs.
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