Administrative Virtual Assistant

Advisors, operations, compliance and technology teams total roughly 560 people. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Role overview

We want someone who anticipates, follows up without being asked and can say no politely on an executive's behalf. The Administrative Virtual Assistant supports the CEO and COO with calendar management, travel, meeting prep and a steady stream of confidential work. You can work from home anywhere in the US. We have no office requirement. You can set your own hours around a daily morning check-in.

Duties

• Process expense reports in Concur or Expensify.
• Coordinate quarterly board meetings, including decks, logistics and minutes.
• Track action items from leadership meetings and follow up on deadlines.
• Book domestic and international travel with detailed itineraries.
• Serve as the go-between for executives and employees, customers and board members.
• Prepare briefing materials, agendas and background notes for meetings.
• Screen calls and emails and handle what can be handled without the executive.

Required qualifications

• 3+ years supporting C-level or senior executives.
• Expert in Outlook or Google Calendar for complex scheduling.
• Strong writing and editing skills.
• Proficient in Word, Excel and PowerPoint.
• Comfortable with confidential and sensitive information.

Preferred

• Board meeting coordination experience.
• Certified Administrative Professional (CAP)
• Concur or Navan.
• Notion, Asana or monday.

Starting pay: $89,000 - $117,000 a year, depending on experience and certifications.

What we offer

• Medical, dental and vision insurance.
• 401(k) with 4% match.
• Paid parental leave.
• Dental insurance.
• 401(k) with a 100% match up to 5%.
• Paid time off.

This position requires a background check.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Charlotte Planning Group.