Senior Executive Assistant

Job Summary

We are looking for a highly organized and proactive Executive Assistant / Client Operations Coordinator to support day-to-day operations, client administration, project management, and executive scheduling. The ideal candidate should be comfortable managing multiple priorities independently, interacting with high-net-worth clients, handling confidential financial information, and leveraging technology to improve operational efficiency.

Key Responsibilities

• Manage complex, shifting schedules and calendars with minimal oversight, anticipating needs before they arise.
• Own project workflows end-to-end — from client assessments through implementation — tracking KPIs and metrics for ad campaigns, seminars, and other initiatives.
• Support client onboarding and administration, eventually helping scale the operations team.
• Interact directly and professionally with high-net-worth clients (primarily physicians and executives) who expect a white-glove level of service.
• Handle highly confidential and sensitive information — including tax- and accounting-adjacent data — with strict discretion and judgment.
• Prepare the day's agenda and be online during Central Time business hours (starting 7:00–8:00 AM CST).
• Leverage AI tools and CRM systems to manage tasks, communications, and reporting efficiently.
• Assist with early-stage appointment-setting metrics and scripts as CTS launches new ad campaigns.
• Manage multiple concurrent priorities independently, without requiring micromanagement.
• Conduct and manage virtual meetings professionally, representing CTS to clients as needed.

Qualification and Requirement

• 5+ years of professional experience, ideally supporting senior executives or business owners.
• Strong project management skills, with the ability to track multiple initiatives and deadlines simultaneously.
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Near-native American English fluency — written and verbal — for seamless client-facing communication.
• Working competence with AI tools and CRM platforms.
• Exceptional discretion and confidentiality when handling sensitive financial and personal information.
• Independent judgment and initiative; comfortable operating with a high degree of autonomy.
• Professional, polished presence for video calls and virtual client meetings.
• Comfortable working with demanding, high-net-worth clients in a fast-paced environment.