Savant Wealth Management

Executive Assistant

• Serve as a strategic partner to executives, proactively managing complex schedules, communications, and deliverables to keep the organization moving toward its goals.
• Handle sensitive and confidential matters with discretion, making informed decisions on behalf of executives with a high degree of autonomy.
• Evaluate and prioritize issues and opportunities using sound judgment—resolving or escalating as needed to maximize the impact on the organization.
• Draft, review, and refine executive-level correspondence, reports, and presentations to support leadership and board objectives.
• Orchestrate key meetings and events, including creating agendas, providing facilitation support, and following up on action items to ensure progress and accountability.
• Act as a liaison between executives and internal or external stakeholders, consistently representing the executive’s perspective and ensuring unified messaging.
• Mentor fellow administrative professionals, fostering a culture of consistency, quality, and professional growth across the team.
• Coordinate internal and external events, including managing contracts with vendors, in accordance with Finance’s approval guidelines.