Executive Assistant

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.

Leveraging advanced digital tools, automation, and AI‑enabled workflows, the EA anticipates needs, filters priorities, and translates information into action. The EA is trusted with confidential information and operates as an extension of the Producer’s judgment, brand, and business strategy. The ideal candidate is business‑minded, tech‑forward, and highly proactive, thriving in a fast‑paced, relationship‑driven environment.

Position responsibilities

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.

• Lead weekly team meeting with applicable stakeholders. In preparation, capture, synthesize, and track action items following meetings, driving timely execution and accountability.

• Continuously assess and improve workflows to eliminate friction and increase effectiveness.

Communication and Decision Support

• Act as a trusted communication bridge between Producer / Leader and internal/external stakeholders, ensuring clarity, professionalism and responsiveness.

• Curate information into concise, executive-ready insights that support informed decision making.

• Anticipate questions, risks or follow-ups before they surface and proactively provide context or solutions.

• Draft, review and proofread high-quality communications including emails, memos, reports and presentations

• Manage drafting and posting of “Lockton Wins” announcements

• Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.)

Event and Relationship Experience Management

• Plan and support events, conferences and client engagements with a focus on experience quality and business outcomes

• Take a proactive approach to understanding client profiles, preferences and touchpoints to maximize relationship-building opportunities

• Provide on-site support for events as needed

• Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.)

• Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders

• Data, CRM and Financial Insight Support

• Maintain and enhance client and prospect data within Salesforce, ensuring accuracy and usability

• Leverage CRM and financial data to surface insights, follow-ups, and risk indicators for Producer attention

• Review accounts receivable monthly and proactively coordinate with account teams on aged receivables

• Support accounting-related activities, including expense submissions, bill pay, capital accounts, commission statement reconciliation and related documentation.

• Create and maintain files of correspondence and other records, processing files for dead storage, as necessary

Other Duties

• Perform other work-related duties as assigned