Executive Assistant
Lockton - San Francisco, CA
Hiring: Executive Assistant Company: Lockton Location: San Francisco, CA Job Posted Time: 2026-09-15 11:27:47 Employment Type: On-site Target Skills & Keywords : Microsoft Office, Salesforce About the job Required Skills: •The Executive Assistant (EA) is a strategic business partner to Producers and key business leaders, serving as a force multiplier for time, focus, and revenue‑generating activity. This role goes beyond traditional administrative support to actively optimize workflows, surface insights, and enable leaders to operate at their highest and best use. •Strategic Time, Calendar and Workflow Optimization •Utilize CoPilot for proactively monitor email inboxes, flagging items that require immediate attention and responding on behalf of the Producer / leader when appropriate. •Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. •Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. •Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits •Actively manage calendars to efficiently align with revenue driving activities and strategic priorities. •Serve as a strategic gatekeeper for meeting requests, applying judgment to prioritize, redirect, or decline based on business impact. Qualifications: •Bachelor’s degree in a business-related program or equivalent education and/or experience preferred •A minimum of three to five years of previous administrative and/or sales support experience •Proficiency in the use of Microsoft Office suite •Strong attention to detail required •Exceptional organizational and time management skills to prioritize workload and meet deadlines required •Must be results-oriented with the ability to be adaptable and proactive •Must be able to handle confidential information with discretion and trust •Demonstrated capacity to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information •Demonstrated ability to follow through promptly on tasks to their completion •Legally able to work in the United States Compensation: •Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!