Junior Executive Assistant to Trustee/Director

About The Opportunity

A fast-evolving governance and strategic advisory firm operating at the intersection of corporate trust, family offices, and high-net-worth client management, we empower Trustees and Directors with seamless administrative, operational, and compliance support. Our culture thrives on discretion, precision, and proactive execution — enabling leadership to focus on high-impact decisions while we handle the critical infrastructure behind them.

Role & Responsibilities

• Manage calendars, scheduling, and travel logistics for Trustees/Directors with high accuracy and discretion.
• Prepare, proofread, and format board papers, meeting agendas, minutes, and executive communications.
• Coordinate internal and external stakeholders — including legal, finance, and compliance teams — to ensure timely delivery of inputs.
• Track action items, deadlines, and follow-ups post-meetings and maintain an organized governance dashboard.
• Handle confidential documents and communications with strict adherence to data privacy and compliance protocols.
• Support ad-hoc research, data compilation, and presentation decks for strategic initiatives and regulatory filings.

Requirements & Tech Stack

• MS Office (Word, Excel, PowerPoint)
• Calendar management tools (Outlook, Google Calendar)
• Document formatting & proofreading
• Stakeholder coordination
• Confidentiality & discretion
• Board governance basics
• Time management & prioritization
• Meeting minute writing

Qualifications

• Preferred: Experience in legal or financial services environment
• Preferred: Familiarity with CRM or governance software (e.g., BoardEffect, Diligent)
• Preferred: Basic understanding of company secretarial or compliance practices