Executive Assistant & Project Coordinator
$75,390–$112,020 year
On-siteSeattle, Washington, United States
Job Summary
Manage complex calendars, travel, and logistics for executive leadership while serving as a primary point of contact for internal and external stakeholders. Prepare board materials, coordinate governance functions, and ensure compliance with document retention policies. Support client intake, onboarding, and marketing initiatives by drafting presentations and tracking project deliverables across legal, compliance, and business units. Maintain accurate data records and take minutes for meetings, ensuring timely communication across departments. Requires 5 to 7+ years of experience in executive support or legal environments. Annual compensation ranges from $75,390 to $112,020 in Washington state.
Required Qualifications
- Bachelor's degree (or equivalent combination of education and experience)
- 5 to 7+ years of experience in an executive assistant, legal assistant, or similar role
- Experience within a trust company, legal, or financial services environment
- Exceptional organizational and multitasking strengths
- Proven track record of managing time efficiently
- Works autonomously and proactively in fast-paced environments
- Strong sense of initiative
- Articulate and professional in both written and spoken communication
- Proven ability to collaborate effectively across all levels of an organization
- High attention to detail
- Strong data management and documentation skills
- Experience with governance support (board packages, resolutions, minute-taking, etc.)
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Strong skills in document formatting and Mail Merge
- Intermediate capabilities with Excel tasks, including formulas, pivot tables, and data analysis
- Demonstrated command of Adobe Acrobat
- Proven ability to create, edit, and manage PDF documents
- Experience using document management systems
- Experience coordinating workflows
- Adept at managing projects and supporting various stakeholders simultaneously
- Elevated degree of discretion and professionalism, especially in handling confidential information
- Willingness and interest in obtaining and developing knowledge of the trust and investment process
Desired Qualifications
- Familiarity with legal and governance documentation standards
- Exposure to customer relationship management (CRM) or document management systems
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