Executive Assistant at CDL Human Resource

Key Responsibilities

• Executive & Administrative Support
• Manage and respond to email across multiple entities
• Draft correspondence, including professional emails, thank-you notes, and internal updates
• Handle confidential tasks such as basic banking, payroll data entry, or protected document access
• Organize and manage business documents using DocuSign and ShareFile
• Coordinate with team members using designated communication tools
• Client Support & Meeting Preparation
• Manage scheduling requests and client appointments for the CEO
• Pull client reports and investment statements using Orion (core portfolio software)
• Conduct background research on clients and meeting participants
• Prepare summaries and briefing documents before meetings
• Calendar & Time Management
• Maintain and update personal and business calendars
• Block off time for deep work, travel, and meetings
• Track long-term commitments such as board meetings and industry events
• Send reminders and ensure the CEO is prepared for all engagements
• Personal Organization
• Track personal deadlines (e.g., insurance renewals, DMV registrations)
• Maintain the founder’s calendar
• Order gifts and handle online errands as needed

Required Qualifications

• Bachelor’s degree
• 3+ years of prior experience as an Executive Assistant
• Excellent verbal and written communication skills
• Neutral, American-sounding English accent and professional fluency
• Ability to work discreetly and handle confidential information with care
• Alignment with Christian values and a joyful, professional demeanor
• Strong interpersonal skills and responsiveness
• Comfortable working in a remote, fast-paced environment