Executive Assistant II

The Executive Assistant II at INSIGHT2PROFIT provides high-quality administrative and operational support to senior leaders, enabling them to focus on strategic priorities. This role requires strong organizational skills, sound judgment and discretion, along with the ability to manage competing demands in a fast-paced professional services environment. Executive Assistant IIs are trusted partners who make independent decisions, handle highly confidential information, and proactively support leaders and teams.

• Prepare background materials, briefing documents, and supporting information in advance of meetings, appointments, and interviews.
• Manage active and frequently changing calendars, resolving scheduling conflicts efficiently while balancing multiple stakeholder priorities.
• Coordinate internal and client meetings, conference calls, and offsite appointments, serving as a liaison between supported leaders and internal teams or clients.
• Arrange complex travel itineraries, including flights, lodging, and ground transportation across multiple destinations; adapt quickly to changes and make decisions aligned with leader preferences.
• Develop and maintain organized systems for communications, files, and meeting notes.
• Draft and send professional email correspondence on behalf of supported leaders, if applicable.
• Track, prepare, and submit expense reports accurately and on time.
• Maintain a high degree of confidentiality and respond discreetly to sensitive inquiries and information.
• Assist with the creation and formatting of PowerPoint presentations and other communication materials for internal and external audiences.
• Provide support on ad-hoc projects and additional administrative duties as needed.
• Participate as a member of the Executive Assistant team, supporting office operations and events when required.

Education

Minimum: Bachelor’s degree in Business Administration, Management, Communications, Public Administration, Liberal Arts, or other related field. Four (4) years of directly relevant experience may be considered in lieu of the degree. 

Work Experience

Minimum: Three (3) or more years of progressively responsible experience providing executive-level administrative support in a fast-paced environment.

Preferred: Five (5) or more years of executive-level support experience in a professional services, financial services, or consulting environment with demonstrated experience supporting multiple senior leaders simultaneously or directly supporting a CEO or Chief of Staff.

Required Skills, Knowledge, and Abilities

Minimum:

• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Clear, professional written and verbal communication skills
• Demonstrated discretion, integrity, and ability to handle sensitive information responsibly
• Ability to remain composed and adaptable in a dynamic, high-expectation environment
• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), with the ability to quickly learn new tools and systems.  

Preferred:

• Demonstrated ability to exercise sound judgment and maintain discretion when handling sensitive or confidential information
• Professional written and verbal communication skills, including the ability to draft clear, concise correspondence
• Ability to anticipate needs, ask thoughtful questions, and take initiative within defined parameters
• Comfort working with senior leaders or in professional environments that require maturity, discretion, and responsiveness