Executive Assistant

• Provide high-level support to our CEO and C-suite team
• Ensure seamless coordination of schedules, meetings, and communications
• Play a pivotal role in maintaining executive focus and organizational flow
• Manage sensitive information and facilitate key events and initiatives
• Keep the CEO apprised of time-sensitive and priority issues
• Complete a variety of special projects, including preparing presentations, reports, and agenda materials
• Respond to and help prioritize meeting invitations, phone calls, messages, and other information flowing to the executive(s)
• Prepare, reconcile, and submit expense reports for C-suite members
• Draft, review, and send communications on behalf of the CEO and other C-suite members

• Provides executive support to the CEO in a one-on-one working relationship
• Serves as the primary point of contact for internal and external constituencies on matters pertaining to the Office of the CEO
• Liaison to the senior management team
• Organizes and coordinates executive outreach and external relations efforts
• Oversees special projects
• Works independently on projects from conception to completion
• Manages multiple priorities seamlessly with excellent attention to detail
• Assists in coordinating the agenda of senior management team meetings and off-sites, and all-staff meetings
• Demonstrates proactive approaches to problem-solving with strong decision-making capability

Executive Assistant to CEO

• Manage complex calendars, schedule meetings, and coordinate appointments across multiple time zones.
• Coordinate domestic and international travel arrangements, including flights, accommodations, itineraries, and expense tracking.
• Prepare, edit, and organize professional documents, reports, presentations, and executive communications.
• Serve as the primary point of contact for internal and external stakeholders, managing emails, calls, and correspondence with professionalism and discretion.
• Organize and maintain digital files, records, project documentation, and company databases.
• Assist in preparing meeting agendas, documenting action items, and tracking follow-ups to ensure timely completion.
• Support project coordination by monitoring priorities, deadlines, and key deliverables across business and technical initiatives.
• Collaborate with cross-functional teams including software engineers, product teams, operations, and leadership to facilitate efficient communication and workflow.
• Coordinate company events, team meetings, conferences, workshops, and client engagements.
• Assist with vendor management, software subscriptions, procurement, and administrative operations as needed.
• Conduct research, gather information, and prepare summaries to support executive decision-making.
• Help manage and prioritize incoming requests, ensuring urgent matters are addressed promptly and appropriately.
• Support the executive in maintaining focus on strategic initiatives by proactively identifying opportunities to improve processes and operational efficiency.
• Handle confidential information with a high level of professionalism, integrity, and discretion.
• Respond to and manage client requests, special projects, and ad hoc assignments with exceptional attention to detail and a solutions-oriented mindset.

Executive Assistant to the CEO

• Effectively manages and maintains calendars utilizing Microsoft Outlook
• Proactively reviews upcoming appointments to identify and address any potential scheduling conflicts
• Manages intricate domestic and international travel itineraries utilizing Concur software
• Integrates travel information—including flights and hotel accommodations—into the Outlook calendar
• Coordinates business travel logistics, including scheduling meals and appointments across multiple stakeholders
• Manages large group meetings by assisting with presentations, organizing meals, preparing and sharing agendas, arranging A/V and teleconferencing setups, and handling transportation logistics
• Prepares expense reports, memos, and letters

• Manage complex executive calendars and scheduling needs for assigned C-suite leaders
• Support executive communication and organizational coordination
• Coordinate executive travel and expense operations with accuracy and professionalism
• Ensure executive meetings and leadership engagements are organized and prepared in advance
• Support the day-to-day operational needs of executive leadership

• Serve as a trusted and highly reliable support to the CISO, managing a full spectrum of administrative responsibilities and providing broader team support as appropriate
• Collaborate with administrative peers and other colleagues across the firm to ensure seamless executive coverage and follow-through
• Manage extensive calendar management and meeting coordination using Microsoft Outlook including scheduling appointments, setting reminders, prioritizing engagements, and coordinating logistics for internal and external meetings
• Handle all meeting logistics and prepare comprehensive meeting and conference materials
• Coordinate complex travel arrangements, both domestic and international, on a frequent basis
• Prepare and submit accurate and timely expense requests and reports using SAP and Concur
• Draft and produce grammatically accurate documents and correspondence, including Word documents, PowerPoint presentations, and Excel spreadsheets for both internal and external use
• Manage phone lines, transferring, conferencing, and routing all business-related calls in a discreet and professional manner
• Work closely with and take direction from the CISO's Chief of Staff, assisting as needed in providing operational analysis and reporting
• Manage the agenda and assist with facilitating weekly leadership meetings; take notes and track action items
• Manage the CISO's to-do list, including items pending review and approval, and proactively follow up to ensure timely completion

Senior Executive Assistant

• Perform secretarial duties in support of general medical office activities.
• Screen and sort mail and documents; respond to routine items not requiring supervisor's attention according to instructions and standard procedures.
• Set up and maintain office files of patient records, reports, correspondence and miscellaneous information in an organized fashion.
• Take or transcribe dictation; type medical reports and summaries, patient histories, operative notes, manuscripts and letters from rough draft to final copy ensuring accuracy and completeness.
• Answer telephone, screen calls, respond to routine questions and take messages in accordance with physician's instructions; serve as receptionist for office or clinics as necessary; greet patients, make appointments or proper referrals according to instructions and procedures.

Medical Secretary

• Provides crucial administrative support to the community clinics, ensuring the efficient daily operation of the clinic.
• Schedule patient appointments and coordinate with providers to manage appointment flow effectively.
• Communicate with patients regarding their appointments, rescheduling as needed.
• Handle incoming patient calls and inquiries in a professional, courteous manner.
• Answer phone calls, maintain clear communication, and direct calls to appropriate staff.
• Process income verification for patients seeking discounted fee rates.
• Perform general office duties such as copying, faxing, filing, and maintaining organized documentation.
• Order office supplies and maintain inventory to ensure clinic operations run smoothly.
• Maintain open communication with providers, nursing staff, and other clinic teams.
• Serve as the main point of contact for all operational aspects of the clinic.
• Create and maintain spreadsheets for tracking appointments, patient data, or operational performance metrics.
• Assist providers with administrative needs, ensuring that clinic processes are optimized for efficiency.
• Attend clinic meetings to represent the administrative perspective and provide insights on operational improvements.
• Collaborate closely with other administrative staff and medical professionals to ensure seamless patient care and efficient operations.
• Provide excellent customer service to patients and external contacts, answering questions or directing them to the appropriate person.
• Act as the operational backbone of the clinic by ensuring daily functions run smoothly.
• Troubleshoot and resolve any operational issues that may arise, ensuring minimal disruption to patient care.

Medical Secretary – Community Clinics

• The Employee Relations Senior Assistant provides support to the Employee Relations team by managing case intake and assignment, along with a variety of administrative and coordination responsibilities
• Using independent judgment and established tools and resources, the Senior Assistant supports daily ER team tasks
• The Senior Assistant manages multiple issues, at times for competing stakeholders, in a fast and ever-changing environment
• Follow established processes to prioritize, disposition, and assign cases within the case management system to Employee Relations Business Partners (ERBPs)
• Coach and advise employees and managers on the appropriate interpretation of Employee Relations policies and guidelines
• Ensure consistent interpretation and application of Employee Relations programs, policies, practices, and guidelines
• Track the status and resolution of employee and manager questions and issues
• Support the team with Employee Relations Direct Access matters, as needed
• Redirect matters to appropriate internal partners when required
• Manage intake, disposition, assignment, documentation, and closure of matters received through the Company’s hotline, including creating corresponding cases in ServiceNow and transferring case notes and closures as provided by ERBPs
• Assist with information gathering and documentation for legal complaints, charges and other matters, as needed
• Own and manage Tier 1 employee relations matters involving policy interpretation and other lower-complexity matters
• Create and maintain cases in the ER case management system for designated matters
• Utilize Workday, ServiceNow, and other tools to research case participants and accurately document required information
• Manage the Workday ER Self-Service inbox and created and assign corresponding ServiceNow cases
• Monitor ER team mailboxes and respond to inquiries as needed
• Maintain the ER team absence calendar
• Update content and materials within the ER team’s MS Teams channels
• Create and maintain documentation and process guides related to ERSP responsibilities
• Serve as the initial point of contact for employees on a variety of employee relations matters, as needed
• Prepares data-related reports for management, highlighting trends, inconsistencies, and areas for consideration
• Perform other duties as assigned.

Senior Employee Relations Assistant

• Calendar and appointment management
• Travel planning and ticket booking
• Scheduling personal services including doctors, specialists, and vendors
• Managing digital files, records, and subscriptions
• Handling school and camp applications
• Managing insurance tasks such as claims, appeals, and EOBs
• Calling vendors, resolving issues, and following through fully

Personal Assistant

• provide sophisticated administrative support for the Enterprise Clouds Infrastructure and Operations leader
• handle and prioritize complex executive calendars across Fidelity
• coordinate travel, prioritize expense reports, and process invoices
• provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently
• initiate resolution of sophisticated problems and inefficiencies
• maintain strict confidentiality and possess a detailed knowledge of the Executive’s span of control and company policies and procedures
• work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information
• partner on agenda and presentation creation for leadership, all-hands and other key team meetings
• prepare and format critical documents

• Oversee the end-to-end estate sale process to ensure maximum efficiency and profitability.
• Hire, train, and mentor new team members.
• Serve as the primary point of contact for our clients, guiding them through the process with empathy and professionalism.
• Manage the transformation of a client's home—from sorting items in attics and basements to staging a high-end retail experience.
• Cultivate a workplace culture that aligns with Blue Moon’s core values and brand standards.
• Building weekly work schedules with our team. Following up on new inbound sales leads and scheduling them on our owners calendar.
• Manage drawer floats and create bank deposits.

• Provide administrative partnership to two executives for complex calendar management, planning, arranging domestic and international travel, and creating expense reports
• Provide calendar support to the aligned leaders and partner closely with the team to align on operating rhythm and cadences
• Plan and coordinate events and multi-day meetings including preparation of meeting materials, logistics, food, agenda, amenities, activities, and communications with attendees
• Develop and maintain positive working relationships with internal and outside parties, including high-level contacts of a sensitive nature
• Partner with other EAs to coordinate and manage tradeoffs and prioritization
• Maintain email aliases, distribution lists and shared directories
• Support contract execution and ensure department bills are paid promptly and manage departmental purchases
• Provide staff meeting support, including preparing agendas, taking notes as needed, and distributing meeting minutes and presentations on occasion
• Manage complex calendars, priorities, and logistics with a focus on optimizing executive time
• Anticipate needs and proactively solve problems before they arise
• Act as a liaison across teams, ensuring clear communication and follow-through
• Own end-to-end management of team meetings and leadership forums: Build and distribute agendas, solicit input and materials from stakeholders, ensure meetings are well-structured and run on time, capture high-quality notes, decisions, and action items
• Follow up on action items to ensure accountability and progress
• Create clear, polished presentations (e.g., team meetings, town halls, leadership updates)
• Synthesize information into concise summaries and materials
• Support internal communications and messaging as needed

• Manage the CEO’s calendar as a strategic asset, building in smart defaults such as preparation time, protected focus blocks, and thoughtful sequencing of meetings.
• Anticipate needs and look around corners by driving the CEO’s weekly 1:1 cadence, tracking key deliverables, and flagging risks before they become issues.
• Coordinate complex domestic travel, ensuring accuracy and efficiency while maximizing the value of each trip through thoughtful scheduling and connections.
• Own end‑to‑end logistics for board meetings, executive team and leaders offsites, leadership events, and other leadership and team gatherings, including vendor coordination and budget management.
• Maintain the annual corporate cadence across board meetings, executive team and leaders meetings, all‑hands, and planning rhythms, ensuring consistency and follow‑through year over year.
• Draft and manage written communications on behalf of the CEO, including scheduling notes, thank‑yous, and coordination with investors, board members, partners, and customers.
• Provide targeted support to other C‑suite leaders through recurring meeting management, ad hoc coordination, and occasional event support.
• Build trusted relationships across the executive and leadership teams, serving as connective tissue that enables clear communication and execution.
• This role sits at the center of Riverside’s leadership team and directly impacts our ability to empower educators and support students with tools that meet the evolving needs of today’s classrooms and clinics.

• provides support to VPs, GMs, Managing Directors or multiple Directors
• Exercises confidentiality, tact and diplomacy
• Uses business software applications (e.g., word processing, presentation and spreadsheet)
• prepares correspondence, reports, presentations, agendas, minutes, etc.
• Receives, screens and directs incoming calls, visitors, mail and e-mail
• Maintains files, records, calendars and diaries
• Typically arranges business travel
• coordinates meeting arrangements
• tracks expenses
• Requires event planning for learning and development courses

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