Executive Assistant

Employer based in · Remote

Hiring talent from: all countries

Executive Assistant Strategic Support & Enablement (Working Genius: Enablement & Orchestration) -Act as an indispensable extension of the Principal Agent. -Understand and support their role as a decision maker and strategic thinker. -Enable focus on strengths in Wonder, Invention, and Discernment. -Identify opportunities to assist, arrange details, and coordinate efforts. -Handle tasks that fall outside the Principal Agents Working Frustrations (Enablement & Orchestration). Holistic Calendar Mastery & Time Protection -Manage complex professional and personal calendars. -Schedule appointments, meetings, and deadlines to optimize productivity and prevent conflicts. Protect the Principal Agents margin and dedicated time blocks for: Morning Ritual : Exercise, Family Time, Date Night, Evening Ritual Support the Principal Agents Double Win vision of work-life harmony Execute Operational Details (Kolbe Implementor & Follow Thru Complement) Handle tasks related to physical organization, maintenance, and logistical follow-through. Manage office equipment, vehicle maintenance, and home maintenance per Drudgery Zone and Not-To-Do lists. -Sustain systems and maintain order (Kolbe Follow Thru 5) -Efficient Information & Communication Flow (Kolbe Fact Finder Support) -Provide essential facts and clarify specifics to support the Principal Agents preference to Explain. -Filter out unnecessary complexities and avoid overanalyzing fine print. Facilitate clear, timely, and effective communication to accelerate response times. Financial Administration -Manage bookkeeping tasks and record financial transactions -Prepare reports and assist with financial reconciliation using QuickBooks -Oversee Payroll & Commissions Checkpoint Reviews and Bills Agency tasks. Systematization & Process Improvement -Document and systematize preferences and operational procedures. -Enhance efficiency and reduce redundancies in both business and personal operations. Support for Personal Growth & Rejuvenation -Schedule and protect time for rejuvenation activities (exercise, healthy meals, relationships, reflection). -Contribute to maintaining energy levels and reducing stress. CRM & Productivity Tool Management -Manage tasks within CRM and productivity platforms (e.g., Trello) -Ensure efficient workflow, task tracking, and scheduling system reliability Experience and Proficiency Good English communication skills (written and verbal) Proven experience as an Executive Assistant supporting a high-level executive or leader in a fast-paced, multi-faceted environment. Strong proficiency in QuickBooks with a minimum of 5 years of bookkeeping experience, or QuickBooks certification. Highly proficient and tech-savvy with extensive experience across various software platforms, including Google Workspace, Microsoft Office 365 (especially Outlook), Trello, and CRM systems. Familiarity with and ability to leverage Artificial Intelligence (AI) tools for efficiency and productivity. Exceptional organizational skills with meticulous attention to detail and a proven ability to implement and maintain effective systems. Demonstrated ability to anticipate needs, work proactively, and take initiative without direct supervision. Mastery of complex calendar management and scheduling, understanding the critical need to prioritize and protect the Principal Agent's time, including "margin" and "non-negotiable" personal blocks. Excellent written and verbal communication skills, with strong interpersonal abilities. High degree of integrity, discretion, and ability to handle confidential and sensitive information. Ability to work independently, prioritize tasks, and manage multiple projects simultaneously, encompassing both professional and personal administrative support. A "can-do" attitude with a genuine desire to serve and support, particularly in executing tasks that are outside the Principal Agent's natural strengths (e.g., highly tangible, repetitive, or detailed organizational tasks). Experience in the insurance industry or a similar professional services environment is a plus. Ideally possesses complementary Kolbe Action Modes® and Six Types of Working Genius to the Principal Agent (e.g., strong in Implementor, Tenacity, Enablement, Orchestration). Let's aim for QB experienced candidates, but if we cannot find enough qualified talent, we can broaden our search by interviewing those with less QB experience. Schedule notes: Wednesday, 5th of November at 2:00 PM CST