Executive Assistant to CEO

Position:     Executive Assistant to CEO

Reports to: Manager, Advisor Services

COMPENSATION & BENEFITS:

• $70,000- $75,000.00 per year depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
• 401K match

ORGANIZATION/BUSINESS OVERVIEW:

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

We are looking for individuals to join our company that live our core values:

• Responsibility
• Faith
• Integrity
• Growth
• Gratitude
• Service

 
POSITION SUMMARY: 

The Executive Assistant to the CEO serves as a trusted partner to North Star's CEO, helping maximize his time, effectiveness, and impact across the organization. This highly visible role requires someone who is proactive, organized, resourceful, and comfortable working in a fast-paced environment while managing competing priorities, anticipating needs, and representing the CEO and North Star with professionalism and discretion.

ADMINISTRATION TASKS:

• Own and strategically manage the CEO's calendar, balancing internal priorities, external commitments, meetings, travel, and focused work time.
• Anticipate upcoming needs and ensure the CEO is prepared for meetings, presentations, events, and key initiatives.
• Coordinate complex travel arrangements, including flights, accommodations, transportation, itineraries, and schedule changes.
• Serve as a trusted point of contact between the CEO and internal leaders, team members, advisors, clients, and external partners.
• Track priorities, commitments, action items, and follow-ups to ensure important initiatives continue moving forward.
• Prepare correspondence, presentations, meeting materials, agendas, and other executive-level communications.
• Coordinate and support leadership meetings, corporate events, speaking engagements, and special initiatives.
• Partner closely with other Executive Assistants and senior leaders to create strong communication and coordination across the organization.
• Handle sensitive and confidential information with exceptional judgment and discretion.
• Identify opportunities to improve organization, communication, processes, and efficiencies within the executive office.
• Leverage technology and AI tools to improve productivity, organization, preparation, and follow-through.
• Take ownership of special projects and evolving priorities as the needs of the CEO and organization change.

Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.

• Bachelor's degree or equivalent combination of education and relevant experience preferred
• Maintains confidentiality of information
• High attention to detail
• Excellent computer skills, including Microsoft Suite, and utilization of AI
• Excellent organizational and communication skills
• Ability to coordinate multiple projects while ensuring timely and accurate deliverables, with effective problem solving and resolution skills
• Strong prioritization, organizational, project planning, management, and multi-tasking skills
• Excellent listening, verbal and written communication skills
• Experience in financial services industry is a plus, but not required
• Experience supporting a CEO or executive that serves on numerous boards, preferred but not required

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

ADDITIONAL SKILLS AND EXPERIENCE:

• Knowledge of financial service industry

As Executive Assistant to our CEO, you'll have a unique opportunity to work at the center of the organization. You'll partner closely with executive leadership, gain exposure to strategic initiatives across the firm, and play an important role in helping our CEO and leadership team turn ideas into action. We're looking for someone who enjoys being behind the scenes making great things happen—and who takes pride in being someone others can depend on.