Now Hiring Ea

Your Responsibilities The Executive Assistant (EA) is a strategic business partner to Producers and key business leaders, serving as a force multiplier for time, focus, and revenue-generating activity. This role goes beyond traditional administrative support to actively optimize workflows, surface insights, and enable leaders to operate at their highest and best use. Leveraging advanced digital tools, automation, and AI-enabled workflows, the EA anticipates needs, filters priorities, and translates information into action. The EA is trusted with confidential information and operates as an extension of the Producer's judgment, brand, and business strategy. Position Responsibilities Strategic Time, Calendar and Workflow Optimization Utilize CoPilot for proactively monitor email inboxes, flagging items that require immediate attention and responding on behalf of the Producer / leader when appropriate.

Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Arrange for meeting rooms, food/beverages, lunch reservations, etc., Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits

Serve as a strategic gatekeeper for meeting requests, applying judgment to prioritize, redirect, or decline based on business impact.

Anticipate questions, risks or follow-ups before they surface and proactively provide context or solutions.

Draft, review and proofread high-quality communications including emails, memos, reports and presentations

Manage drafting and posting of "Lockton Wins" announcements

LinkedIn, newsletters, etc.)

Event and Relationship Experience Management Plan and support events, conferences and client engagements with a focus on experience quality and business outcomes

Take a proactive approach to understanding client profiles, preferences and touchpoints to maximize relationship-building opportunities

Provide on-site support for events as needed

Data, CRM and Financial Insight Support

Maintain and enhance client and prospect data within Salesforce, ensuring accuracy and usability

Leverage CRM and financial data to surface insights, follow-ups, and risk indicators for Producer attention

Review accounts receivable monthly and proactively coordinate with account teams on aged receivables

Support accounting-related activities, including expense submissions, bill pay, capital accounts, commission statement reconciliation and related documentation.

Qualifications 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

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

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