Senior Executive Assistant

Knowtion Health

$90K — $115K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years supporting C-suite executives, ideally CEO and CFO simultaneously
  • Proven management of high-urgency priorities without compromising commitments
  • Direct experience with board meeting logistics
  • Experience handling investor relations and communication protocols
  • Preferably from private equity, investment banking, or financial services realms
  • Comfortable navigating ambiguity and swift changes of growth companies
  • Ability to manage workflows across multiple time zones
  • Exceptional written communication skills for drafting executive-level correspondence.

Responsibilities

  • Manage complex calendars for the CEO and CFO, resolving conflicts and anticipating scheduling needs.
  • Oversee travel coordination from flights to accommodations, including contingency planning for meetings and conferences.
  • Draft correspondence on behalf of leadership, minimizing edits before sending.
  • Prepare pre-meeting briefings and capture post-meeting actions for leadership.
  • Facilitate quarterly board meetings, coordinating logistics and tracking follow-up items.
  • Manage cross-functional projects on behalf of executives, ensuring no deliverables are overlooked.
  • Act as liaison with outside counsel and key advisors for schedule and document coordination.
  • Create operational systems that improve executive efficiency.

Benefits

  • Medical, dental, and vision insurance
  • Life insurance
  • Short and long-term disability coverage
  • Bonus opportunities
  • Paid holidays
  • 401k plan
  • Generous PTO policy
Full Job Description
This is not a traditional Executive Assistant role. It is a seat at the intersection of leadership, governance, and organizational intelligence, held by someone who understands that access is a privilege, discretion is non-negotiable, and the best executive support is well executed.

The Senior Executive Assistant will serve as the operational anchor for both the CEO and CFO, managing the full complexity of dual-principal support in a PE-backed environment with active investor and board obligations. You will be trusted with highly sensitive information, expected to act with independent judgment, and given the latitude to build systems that make leadership more effective.

The Opportunity:
  • Manage complex, competing calendars for the CEO and CFO - proactively resolving conflicts, protecting deep-work time, and anticipating scheduling needs before they arise
  • Own end-to-end travel coordination including flights, ground transport, accommodations, and contingency planning across investor meetings, off-sites, and conferences
  • Triage, prioritize, and draft correspondence on behalf of the CEO and CFO - matching their voice and standard, requiring minimal editing before sending
  • Prepare pre-meeting briefings, background research, and post-meeting action capture - ensuring leadership walks into every room prepared
  • Own the full lifecycle of quarterly board meetings in collaboration with PE partner administrative team- scheduling across investor and independent director calendars, coordinating materials, managing virtual or in-person logistics, and tracking follow-up items post-meeting
  • Manage cross-functional projects and commitments on behalf of leadership - tracking deliverables, driving follow-up, and ensuring nothing falls through the cracks
  • Act as liaison to outside counsel, auditors, and key advisors on scheduling, document requests, and coordination
  • Identify and build operational systems and workflows that reduce friction for the executive team

What you bring:
  • 7+ years supporting C-suite executives, ideally CEO and/or CFO simultaneously
  • Proven ability to manage competing, high-urgency priorities without dropping commitments
  • Direct board meeting support experience
  • Experience with investor relations logistics and communication protocols
  • Private equity, investment banking, or financial services background strongly preferred
  • Comfort operating in ambiguity and rapid change typical of PE-backed growth companies
  • Demonstrated experience managing distributed, multi-time zone workflows
  • Exceptional written communication - capable of drafting executive-level correspondence

The above statements are intended to provide the general nature and level of work being performed by most people assigned to the position. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements.

This position is hybrid with 3-4 days in office. We offer a competitive benefits package including medical, dental, vision, life insurance, short term disability, long term disability, bonus opportunities, paid holidays, 401k, and a generous PTO policy.

The salary range for this position is $90,000 - $115,000 annually DOE.

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