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Valmark Financial Group · 18 hours ago

Executive Assistant

Akron, OH

Contract

Hybrid

Mid, Senior Level

$65K/yr - $70K/yr

5+ years exp

Valmark Financial Group is seeking an Executive Assistant to the CEO who will provide high-level administrative, project, and logistical support. The role involves managing the CEO’s schedule, travel, and correspondence while serving as a liaison to internal staff and external partners.

Financial Services

Responsibilities

Manage the CEO’s Outlook calendar, scheduling calls, meetings, events, and travel for optimal efficiency

Exercise independent judgment to prioritize demands on the CEO’s time

Redirect inquiries and requests to appropriate departments as needed

Confirm appointments and prepare materials in advance

Edit and draft correspondence, proofread documents, and assist with articles, white papers, and departmental materials

Coordinate all aspects of the CEO’s travel, including flights, accommodations, and transportation

Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups)

Support conference participation by ensuring materials are submitted on time, registrations completed, and presentations prepared with the Graphics team

Coordinate communications and logistics for industry committees chaired by the CEO

Support the CEO’s involvement with university, foundation, and charitable boards

Initiate preparation for Member Advisory Board and Carrier Partnership calls, including scheduling, invitations, agendas, and surveys

Serve as liaison to staff, member firms, carrier partners, and the field on behalf of the CEO

Manage special projects for the CEO, working with manufacturers, vendors, and designers

Coordinate ordering and distribution of gifts and recognition items for members, partners, and staff (holidays, life events, anniversaries, birthdays, designations)

Prepare recipient lists, select items with the CEO, order gifts and packaging materials, and oversee mailing and cost management

Review and submit invoices for payment on behalf of the CEO

Complete expense reports and manage credit card statement submissions for both the CEO and EA

Use judgment in purchasing items needed for CEO-driven requests or projects

Maintain files for the CEO’s insurance policies and trusts and scan documents into VMPC

Manage continuing education requirements for the CEO’s designations and licenses, and maintain industry memberships

Represent the CEO with professionalism and discretion in all interactions

Support communication flow between the CEO and internal staff

Maintain confidentiality and ensure timely, accurate information sharing on behalf of executive leadership