Job Description
Executive Assistant to CEO
About Us
Horizon Trust Company is a leader in Self-Directed Retirement Accounts (SDIRAs), empowering individuals and entrepreneurs to take control of their retirement investments. We help clients invest in alternative assets such as real estate, precious metals, private lending, and more. As a fast-growing financial services company, we are committed to innovation, education, and exceptional client support.
We are seeking a highly organized, proactive, and resourceful Executive Assistant to support our founder. This is a dynamic role for someone who thrives in a fast-paced environment and enjoys taking initiative, managing complex priorities, and making an impact across the organization.
Key Responsibilities:Calendar & Email Management
Proactively manage and optimize the founder's calendar, including scheduling meetings, appointments, and ensuring adequate preparation time.
Serve as a gatekeeper, protecting the executive's time and focus.
Review, prioritize, and respond to emails on behalf of the founder as needed.
Travel Coordination
Plan and coordinate comprehensive travel arrangements including flights, hotels, ground transportation, and itineraries.
Ensure all travel aligns with business needs, schedules, and company events.
Sales & Financial Reporting
Build and maintain spreadsheets and dashboards to monitor sales performance, revenue, and KPIs.
Assist in preparing and analyzing financial reports related to sales targets, client growth, and operational spending.
Support budget tracking and forecasting across departments.
Prepare summaries and presentations for internal and external stakeholders.
Slide Deck Creation & Webinar Support
Design professional slide decks for webinars, sales presentations, and internal trainings.
Ensure all materials are accurate, visually compelling, and on-brand.
Event Planning
Plan and manage logistics for company events, client meetings, team offsites, and employee appreciation events.
Coordinate vendors, schedules, and budgets to ensure smooth execution and memorable experiences.
Requirements
Requirements:- 3+ years of experience supporting C-level executives, founders, or senior sales leaders in a fast-paced environment.
- Strong analytical skills with the ability to interpret and present financial and sales data.
- Exceptionally organized, self-motivated, and capable of managing competing priorities.
- Advanced Excel skills (including pivot tables, VLOOKUPs, financial modeling).
- Experience with CRM platforms such as Salesforce, HubSpot, or similar.
- Excellent verbal and written communication skills.
- High level of discretion, sound judgment, and a sense of urgency.
- Experience planning and managing large-scale events or offsites.
- In-depth knowledge of CRM tools (Salesforce, HubSpot, etc.).
- Experience in financial services, sales, or trust-related industries.
If this opportunity excites you, we'd love to hear from you!
To be considered, please complete the required job fit assessment here:
https://TeamArchitects.asmt.io/XXAC6PHHK/AdministrativeAssistantJob-Assessment
Key skill Required
- Sales
- Accounts
- Logistics
- Communication
- Comprehensive
- Coordination
- Design
- Email Management
- Event Planning
- Financial Modeling
- Financial Reporting
- Financial Services
- Forecasting
- Highly Organized
- Initiative
- Innovation
- Lending
- Management
- Proactive
- Real Estate
- Reporting
- Resourceful
- Sales Data
- Sales Performance
- Sales Targets
- Sense of Urgency
- Sound Judgment
- Taking Initiative
- Transportation
- Written Communication
