Horizon Trust Company · 19 hours ago
Executive Assistant to CEO & Sales Executive
Las Vegas, NV
Full-time
Onsite
Mid Level
$70K/yr - $80K/yr
3+ years expHorizon Trust Company is a leading Self-Directed IRA custodian, helping investors and entrepreneurs take control of their retirement capital through alternative investments. They are seeking a highly skilled Executive Assistant to support the CEO and Sales Executive, managing priorities, optimizing executive time, and improving systems using modern tools, including AI and automation.
Financial ServicesProfessional ServicesSmall and Medium Businesses
Responsibilities
Proactively manage and optimize executive calendars
Prioritize meetings, communications, and executive commitments
Act as gatekeeper for executive time and focus
Review, triage, and respond to executive email with sound judgment
Resolve scheduling conflicts independently
Coordinate all executive travel, including flights, lodging, transportation, and itineraries
Ensure travel aligns with business priorities, events, and executive preferences
Build and maintain dashboards and spreadsheets for sales performance, KPIs, and revenue tracking
Prepare executive summaries, reports, and leadership-ready insights
Support budgeting, forecasting, and expense tracking
Translate data into concise, decision-ready information
Create and maintain professional slide decks for sales presentations, webinars, and leadership meetings
Ensure accuracy, clarity, and brand consistency
Assist with webinar and presentation logistics
Plan and execute leadership offsites, client meetings, and company events
Manage vendors, timelines, and budgets with minimal oversight
Use AI tools and automation platforms to improve workflows and efficiency
Identify process improvements and implement scalable solutions
Quickly learn and adopt new tools and systems
Qualification
Required
3+ years of experience supporting C-level executives or senior leaders
Proven ability to manage priorities independently in a fast-paced environment
Strong organizational, analytical, and problem-solving skills
Advanced proficiency in Excel or Google Sheets (formulas, lookups, dashboards)
Experience with CRM platforms such as HubSpot, Salesforce, or similar
Excellent written and verbal communication skills
High level of professionalism, discretion, and sound judgment
Preferred
Background in financial services, sales, or professional services
Experience supporting multiple executives
Event or offsite planning experience
Strong familiarity with AI tools, automation, and workflow optimization
Company
Horizon Trust Company
Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Herlean
Founder
Company data provided by crunchbase