Full Job Description
We are seeking a Senior Executive Assistant, Chief of Staff to join our team in Seattle, WA. The ideal candidate will provide executive-level administrative, operational, and business support for the Seattle office and Regional Director, ensuring smooth day-to-day operations, strong internal coordination, and a high-quality client and employee experience.
Responsibilities:
Regional/Location-Level Chief of Staff Support
Strategic Support & Advising
• Serve as a trusted thought partner to the Regional Director, helping define and track key performance indicators (KPIs) for the location/region.
• Provide insight on regional business opportunities, risks, and priorities to support effective decision-making.
Operations & Execution
• Lead and coordinate cross-functional projects and initiatives within the location/region, particularly those that span multiple departments.
• Identify and help resolve operational bottlenecks impacting regional performance.
Communications & Coordination
• Synthesize and filter information relevant to the location/region, and draft communications, reports, and presentations for internal stakeholders.
• Represent the Regional Director in meetings as needed, ensuring alignment and follow-through across regional teams.
Executive & Regional Director Support
• Manage the Regional Director's calendar, priorities, and meeting logistics, serving as strategic gatekeeper.
• Coordinate internal and external meetings, prepare materials, confirm logistics, and ensure timely delivery of reports.
• Oversee team members to ensure timely delivery of all presentations, proposal and review serving as Chief of Staff.
• Assist with travel planning, itineraries, agendas, and expense reporting.
Office & Operations Management
• Oversee front desk operations, phone coverage, mail, office supplies, kitchen needs, and building management.
• Manage office-wide communications, firm calendars, and meeting coordination.
• Support office culture initiatives and events, leveraging office assistant support as needed.
Advisor & Business Support
• Assist Advisors with service requests, CRM updates, production tracking, reporting, and information requests.
• Support RFPs, presentations, rankings submissions, webinars, and advertising coordination.
Meetings, Events & Marketing
• Plan and execute client meetings, board meetings, sponsorships, webinars, and firm events.
• Support firm marketing and rebranding initiatives, including website updates, social media, print assets, and content distribution.
Financial & Budgetary Support
• Support AP/AR, billing and expense reconciliations, aging reports, 1099 preparation, and audit support.
• Assist with annual budgeting, financial tracking, and advisor T&E allocations
• Support compensation planning, bonuses, and performance review coordination.
Human Resources Administration
• Serve as on-site HR liaison supporting home office policies and RTO compliance.
• Help forecast hiring needs and coordinate new hire logistics.
• Manage Seattle team RTO/WFH scheduling and coverage.
Technology & Vendor Management
• Coordinate technology assessments, vendor relationships, implementations, and troubleshooting.
• Manage vendor contracts, renewals, and evaluations.
• Oversee annual insurance and license renewals.
Qualifications:
• Education: Bachelor's Degree.
• Experience: Minimum of 5 years of experience in office administration with proven track record providing excellent service, 3 years minimum as an Executive Assistant.
• Outstanding communication and interpersonal abilities.
• Excellent organizational skills.
• Knowledge of small business recordkeeping.
• Familiarity with office management procedures and basic accounting principles, proficiency in MS Office.
• Strategic Mindset: High-level problem-solving and critical-thinking skills.
• Cross-functional Leadership: Ability to manage and influence without direct authority across various departments.
Travel:
• No travel is required.
Physical Requirements:
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to access and navigate each department at the organization's facilities.
Benefits:
• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week-so you can celebrate you!
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.