Executive Assistant to CEO
About Us
Horizon Trust Company is a leader in Self-Directed Retirement Accounts (SDIRAs), empowering individuals and entrepreneurs to take control of their retirement investments. We help clients invest in alternative assets such as real estate, precious metals, private lending, and more. As a fast-growing financial services company, we are committed to innovation, education, and exceptional client support.
We are seeking a highly organized, proactive, and resourceful Executive Assistant to support our founder. This is a dynamic role for someone who thrives in a fast-paced environment and enjoys taking initiative, managing complex priorities, and making an impact across the organization.
Calendar & Email Management
-Proactively manage and optimize the founder’s calendar, including scheduling meetings, appointments, and ensuring adequate preparation time.
-Serve as a gatekeeper, protecting the executive’s time and focus.
-Review, prioritize, and respond to emails on behalf of the founder as needed.
Travel Coordination
-Plan and coordinate comprehensive travel arrangements including flights, hotels, ground transportation, and itineraries.
-Ensure all travel aligns with business needs, schedules, and company events.
Sales & Financial Reporting
-Build and maintain spreadsheets and dashboards to monitor sales performance, revenue, and KPIs.
-Assist in preparing and analyzing financial reports related to sales targets, client growth, and operational spending.
-Support budget tracking and forecasting across departments.
-Prepare summaries and presentations for internal and external stakeholders.
Slide Deck Creation & Webinar Support
-Design professional slide decks for webinars, sales presentations, and internal trainings.
-Ensure all materials are accurate, visually compelling, and on-brand.
Event Planning
-Plan and manage logistics for company events, client meetings, team offsites, and employee appreciation events.
-Coordinate vendors, schedules, and budgets to ensure smooth execution and memorable experiences.
Requirements
If this opportunity excites you, we’d love to hear from you!
To be considered, please complete the required job fit assessment here:
You Matter Make a difference every day in the lives of the underserved Join a mission driven organization with a people first culture Excellent career growth opportunities Join us and find a career that supports: Caring for overlooked, underserved,...
...locations and nine countries.Tapestry Solutions, a part of Boeing Global Services BGS, is seeking a **Part-Time** **Software Application Tester** in **San Luis Obispo** , *... ..., running, and evaluating manual and automated tests. You will document defects and confirm their...
Overview: At Fitness Quest Physical Therapy , we've built our reputation on delivering exceptional rehabilitation care since 1998. With... ...lives while providing unparalleled career opportunities for therapists from around the world. We're seeking a dedicated...
...Functional Neurosurgeon Opportunity Daytona Beach, FL AdventHealth Medical Group East Florida is seeking a Board-Certified/Board-Eligible Functional Neurosurgeon to join our established and expanding neurosurgery team in Daytona Beach, FL. This is a unique opportunity...
...Automotive Finance & Insurance (F&I) Manager Your Career Upgrade Starts Here! Are you ready to take your F&I career to the next level? Were looking for a high-performing Finance & Insurance (F&I) Manager to join our winning team! This is your chance to work...