Executive Assistant to CEO
Finance Company
We are seeking a highly experienced executive assistant to CEO at an established financial services firm in Akron, Ohio. This is a high-trust, career-defining opportunity for a seasoned operator who brings exceptional judgment, discretion, and a proactive mindset to every detail. The role spans executive and personal administrative support, from calendar and travel management to board coordination, gifting, and private affairs, enabling the CEO to stay focused on strategic leadership at all times. If you thrive in a fast-moving, high-accountability environment and take full ownership of your work, we want to hear from you.
Why this role stands out
Direct access and true partnership with the CEO
High-visibility role with real strategic impact
Trusted involvement in board and charitable initiatives
Collaborative culture with a strong administrative team
Long-term career opportunity at an established, respected firm
Broad scope and variety — no two days look the same
What we’re looking for in an executive assistant
Executive assistant key responsibilities
Executive schedule & communications
- Manage the CEO’s Outlook calendar with independent judgment — scheduling calls, meetings, events, and travel for optimal efficiency
- Prioritize demands on the CEO’s time, redirect inquiries appropriately, and proactively protect focus time
- Draft and edit correspondence, proofread documents, and assist with articles, white papers, and departmental materials
- Confirm appointments and prepare briefing materials in advance of all engagements
Travel, events & meeting coordination
- Coordinate all aspects of CEO travel — flights, accommodations, transportation, and detailed itineraries
- Manage logistics and catering for CEO-directed events and meetings including Board, Vistage, and local groups
- Support conference participation: materials submission, registrations, and presentation preparation
- Coordinate travel and logistics for business guests accompanying the CEO
Board, committee & relationship support
- Coordinate communications and logistics for industry committees chaired by the CEO
- Support the CEO’s involvement with university, foundation, and charitable boards
- Initiate preparation for Member Advisory Board and Carrier Partnership calls — scheduling, invitations, agendas, and surveys
- Serve as liaison to staff, member firms, carrier partners, and the field on behalf of the CEO
Projects, gifting & special assignments
- Manage special projects for the CEO, working with manufacturers, vendors, and designers
- Coordinate ordering and distribution of gifts and recognition items for members, partners, and staff across holidays, life events, and milestones
- Prepare recipient lists, select items with CEO approval, oversee mailing, packaging, and cost management
- Track gifting spend and recommend items aligned with relationships and brand standards
Financial administration & records
- Review and submit invoices for payment; complete expense reports and manage credit card statements for CEO and EA
- Maintain files for the CEO’s insurance policies and trusts; scan documents into internal systems
- Manage continuing education requirements for the CEO’s designations, licenses, and industry memberships
- Maintain confidential records related to trusts, family business holdings, and personal matters
Personal & private affairs
- Coordinate personal calendar including extended stays, aligned with business and family obligations
- Plan and manage personal and family travel logistics with detailed itineraries
- Provide administrative support for charitable engagements and private commitments
