Harbor Capital Leasing · 1 day ago
Executive & Personal Assistant to CEO
Scottsdale, AZ, US
Full-time
Onsite
Mid LevelHarbor Capital Leasing is seeking an experienced Executive & Personal Assistant to support a busy CEO. This role involves managing the CEO's calendar, travel arrangements, and personal finances, while also providing administrative support and handling confidential matters with discretion.
Financial Services
Responsibilities
Prepare and deliver daily reports summarizing completed activities and upcoming tasks
Actively manage the CEO’s calendar and proactively resolve scheduling conflicts or present options to facilitate decision-making
Provide support for the CEO’s personal finances including donations, bill payments, check deposits at the local bank, errands, and phone communications
Perform all administrative duties necessary to maintain the CEO and Executive Assistant office environment
Work annually with accountants and investment entities to gather tax preparation materials and assist with information required for audits
Arrange complex domestic and international travel for both personal and business purposes, including 3 to 5 international and 20 domestic trips annually
Maintain familiarity with travel policies and vendor relationships, including use of AMEX Centurion services for premium travel coordination
Screen calls and respond to letters and emails on the CEO’s behalf
Coordinate conference calls, Teams meetings, and Executive Leadership Team meetings
Prepare monthly personal expenses and revenue reports, travel reports, and related financial summaries
Maintain files for correspondence, records, and personal matters, ensuring all confidential documents are handled with discretion
Assist with reconciliation of corporate and personal credit card statements and monitor charges for accuracy and alignment with budgets
Qualification
Required
Must be highly motivated, detail-oriented, and comfortable stepping outside defined job responsibilities as needed
Team player with a collaborative spirit and willingness to assist across various levels of the organization
Professional appearance and demeanor required
Must have reliable personal transportation and a valid driver's license
Availability to support the CEO and his wife with occasional evening or weekend communications or responsibilities
Discreet and trustworthy with sound judgment in handling sensitive and confidential matters
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint
Exceptional written and verbal communication skills, including notetaking and follow-up
Strong problem-solving and prioritization abilities in dynamic environments
Calm and composed under pressure with a high degree of emotional intelligence
Able to work independently while managing multiple priorities efficiently
Strong organizational and time management skills
Able to evaluate processes and recommend improvements or alternative solutions
Strong interpersonal skills and ability to maintain cooperative working relationships across internal teams and with external business associates
Preferred
Bachelor's degree preferred, or equivalent combination of education and relevant experience
Company
Harbor Capital Leasing
Harbor Capital is an independent equipment lessor providing equipment finance, asset management and portfolio servicing for the benefit of companies in the public and private sector.
Founded in 1984
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase