Executive Assistant

Serve as operational lead within a growing behavioral health practice, overseeing records management, billing operations, compliance processes, and client communications in a HIPAA-regulated environment. Provide high-impact executive support to senior leadership in a fast-paced startup environment, managing complex calendars, scheduling across multiple time zones, and prioritizing meetings based on strategic value and urgency. Serve as a central point of communication between executives, internal teams, and external partners. Prepare executives for meetings by organizing agendas, compiling pre-reads, and summarizing key information. Represent executives in meetings by capturing detailed notes, documenting decisions, and tracking follow-through on action items. Manage travel logistics, itineraries, and expense reporting. Build and maintain systems, templates, and workflows to improve operational efficiency and executive productivity. Draft and edit executive communications, reports, and presentations. Support cross-functional projects by coordinating timelines, tracking deliverables, and ensuring leadership visibility. Maintain strict confidentiality while handling sensitive information.

Provide high-level executive administrative support to senior leadership in a fast-paced venture environment. Manage heavy calendaring and scheduling meetings across multiple time zones while prioritizing leadership availability and shifting priorities. Coordinate complex travel planning including flights, hotels, itineraries, and last-minute changes. Prepare expense report submissions and track reimbursements. Support projects and business initiatives including planning meetings, tracking deliverables, and coordinating follow-ups. Pull routine reports and organize operational data to support leadership decision-making. Serve as liaison between executives, internal teams, and external partners. Build internal tracking systems for operational initiatives and vendor coordination. Maintain strict confidentiality when handling executive communications, financial documents, and internal reporting.

Supported financial operations and cross-department coordination in a technology-focused environment. Spearheaded task management and record-keeping improvements within Salesforce, increasing tracking efficiency by 25%. Managed invoice generation, payment posting, and account reconciliation, retrieving and integrating 500+ records monthly to improve reporting accuracy. Collaborated cross-functionally with sales and contract teams to ensure alignment and issue resolution.

Oversaw daily office operations and supported executive leadership in a financial services environment. Managed calendars, client communications, and meeting logistics. Coordinated client meetings, internal planning sessions, and company events while maintaining accurate documentation. Prepared reports, correspondence, and presentations using Microsoft Office. Managed vendor relationships, office budgets, and operational reporting. Maintained confidential financial and client information with strict attention to accuracy and compliance.

Supported senior leadership in strategic planning, operations oversight, and cross-functional coordination. Managed multi-executive calendars and coordinated domestic and international travel. Partnered with teams to track project deadlines and ensure milestone execution. Assisted in operational strategy implementation and resource coordination.