Executive Assistant at Engage fi

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

35.0

Posted On

21 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Verbal Communication, Written Communication, Leadership, Organizational Skills, Attention To Detail, Time Management, Deadline Management, Independent Work, Confidentiality, Relationship Management, Coordination, High-Paced Environment Adaptability, Microsoft Office Proficiency, Adobe Products Proficiency, Proofreading, Formatting

Industry

Financial Services

Description

Description As an Engage Fi employee, you can expect: To work with an amazing and collaborative team To create and innovate in your role and see the impact you make on the business and client experience To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024) All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership What we provide: Competitive pay, incentive programs, 401k matching Unlimited time off plus 11 paid holidays Medical, dental, and vision health plans with FSA or HSA options Opportunities to volunteer and give back to the communities we serve Paid remote work expenses Career development, trainings, continuous learning, and employee recognition Team engagement events and activities Culture of growth and continuous improvement A great place to work! About Us: Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com Position Summary: The Executive Assistant provides executive support essential to the mission and the day-to-day operation of the CEO. Responsibilities include general office management and efficiency; screening calls; managing calendars; making travel, meeting and event arrangements; preparing agendas, meeting minutes, reports, and presentations; and handling client relations. The Executive Assistant works independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. The Executive Assistant is an integral part of the overall team’s success. Essential Functions & Additional Responsibilities: Completes a broad variety of administrative tasks for the CEO including: managing an active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings Processes all incoming correspondence received in the office for the CEO and other departments prioritizing and determining its disposition. Directs mail to appropriate internal staff with instructions and/or suggestions for preparation of a reply. Responds to and handles confidential and sensitive information with poise, tact, and diplomacy Reviews, proofreads, and formats correspondence, presentations and outgoing communications as required. Ensures accuracy, completeness and consistency aligned with the organizations policy. Edits and completes first drafts for written communications to external stake holders Plans and coordinates meetings, team retreats, & special events. Assists in coordinating the agenda of senior leadership team meetings and off-sites, and all staff meetings Prepares background information and supporting documents in preparation for meetings, conferences, interviews and speaking engagements Maintains files used by the CEO and Senior Leaderships team and corporate files of the organization. Catalogues and files important company documents in both print and digital format Coordinates office catering, gifts, office supplies and ensures efficient management of the office Prioritizes conflicting needs; handles matter expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures Requirements Required Skills & Competencies: Expert level verbal and written communication skills Leadership skills to manage competing requests and demands from multiple people Strong organizational skills with attention to detail Superior time management skills with a proven ability to meet deadlines Ability to work independently and maintain competing priorities of leaders Ability to maintain confidential information Strong communication and relationship management skills Comfortable coordinating with internal team members and external service providers Ability to function well in a high-paced environment Strong skills with Microsoft Office and Adobe Products: Outlook, Excel, Word, Acrobat/PDF Desire to learn about the financial services industry, systems, and technology to grow in responsibilities and further support the leadership team Required Education and Experience: BS/BA or equivalent combination of education and/or experience required 5+ years of executive assistant experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Position Type//Expected hours of Work: Part Time 25 – 30 hours per week Location: In office in Orlando, FL Required to work in the office 3-4 days per week May require additional in-office attendance during weeks when team members are in town for on-site meetings Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice. EEO Statement: Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Responsibilities

The Executive Assistant provides essential support to the CEO, managing general office efficiency, screening calls, handling complex calendar and travel arrangements, and preparing various documents like agendas and reports. This role involves working independently on projects from start to finish, handling a wide variety of activities and confidential matters with discretion.