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About the Role

As a Senior Executive Assistant, you will provide high-level administrative support to multiple leaders, managing and ensuring the effectiveness of administrative tasks such as scheduling, planning, and facilitating office meetings. This role is crucial as the company evolves and lives its Orion values, seeking someone to grow with us.

Responsibilities

Manage and maintain executive calendar(s), resolve scheduling conflicts, and prioritize calendar events.
Coordinate and schedule recurring and ad hoc meetings for the executive(s) and their team.
Arrange complex domestic and international travel including airfare, hotel, ground transportation, and itinerary preparation.
Register executive(s) for conferences, professional development events, or external engagements.
Maintain up-to-date contact lists and distribution groups for supported leaders.
Provide broad administrative support including creating presentations, spreadsheets, and reports; printing, binding, filing, data entry, and mail distribution.
Support leaders and teams in preparing materials for key meetings, client engagements, or business reviews.
Assist with finalizing deliverables for internal or external stakeholders, including proposals, summaries, and correspondence.
Input and maintain data in relevant systems (e.g., CRM, scheduling tools).
Maintain organized electronic and physical files for supported leader(s) and team.
Coordinate client and employee recognition gestures (cards, gifts, flowers).
Provide support for special projects and cross-functional initiatives.
Plan and coordinate ongoing team meetings, all-hands sessions, team-building events, and offsites.
Manage logistics for in-person and virtual meetings including booking accommodations, coordinating participants, and arranging catering.
Support preparation for and coordination of board-level or committee meetings.
Monitor and order office supplies, kitchen supplies, and other consumables.
Manage relationships and expenses with vendors including shipping carriers, office equipment providers, facilities services, and catering.
Periodically evaluate vendor relationships and costs; recommend and onboard new vendors.
Serve as a point of contact with building facilities management and external service providers.
Coordinate with facilities management to support the needs of the local office.
Serve as a professional point of contact for inbound calls, emails, and inquiries on behalf of supported leader(s).
Draft, proofread, and send correspondence on behalf of supported leader(s).
Build and maintain positive relationships with internal stakeholders, external partners, and clients at all organizational levels.

Requirements

Minimum of three (3) years of experience as an executive assistant or in a comparable administrative support role.
Experience supporting senior or executive-level leaders preferred.
Experience within financial services or a similarly regulated industry preferred.
Experience managing complex, multi-executive calendars and email inboxes.
Demonstrates high discretion in handling sensitive information.
Strong written, verbal, and listening skills; comfortable interacting with stakeholders at all organizational levels.
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
AI, experience with CRM or scheduling platforms a plus.
Ability to manage competing priorities and meet deadlines with a sense of urgency.
Works effectively both independently and as part of a team; builds relationships across functions.
Prior experience planning and coordinating event logistics.
Exercises sound judgment to anticipate needs and resolve issues proactively.
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Skills

Calendar Management
Client-Centric
Confidentiality
Effective Communication
Innovation
Office Administration
Technical Proficiency
Time Management
Travel Planning
Work Collaboratively

Location

Commutable distance to an office

Work Type

Hybrid

Experience Level

Senior

Salary/Compensations

$92,034.00 - $138,965.00

Benefits

Health, dental, vision, and disability coverage on day one
401(k) plan with employer match
Paid parental leave
Pet benefits including pawternity leave and pet insurance
Student loan repayment

About the Company

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve.
We create a welcoming environment where everyone is respected, valued, and heard.
Our commitment to create raving fans ensures we consistently exceed client expectations.
Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes.
Together, we support one another and see it through to success, driving our collective achievements and those of our clients.