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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $75,000.00 - $95,000.00
Work Schedule
Standard Hours
Benefits
401K with company match
Profit sharing
Medical insurance
Dental Insurance
Vision Insurance
Paid vacation
Sick Time
Parental leave
Holidays
Summer days
Community service time
Life insurance
Disability insurance
wellness benefits
Job Description
Pinnacle is a respected firm known for its commitment to excellence and high professional standards. The company prides itself on fostering a collaborative work environment that values innovation, integrity, and continuous improvement. With a strong presence in its industry, Pinnacle offers comprehensive services and solutions tailored to meet client needs, supported by a dedicated and talented team. The firm emphasizes operational efficiency while maintaining a positive and productive organizational culture.
The Executive Assistant role at Pinnacle is a hybrid position that offers a blend of in-office and remote work, designed to support the firm’s principals and key executives effectively.... Show More
The Executive Assistant role at Pinnacle is a hybrid position that offers a blend of in-office and remote work, designed to support the firm’s principals and key executives effectively.... Show More
Job Requirements
- High school diploma
- minimum of six years of experience in an executive administrative role
- demonstrated experience supporting C-suite or senior-level principals
- ability to work independently and as part of a team
- proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)
- skilled in Adobe Acrobat Pro and AI tools
- strong organizational and prioritization skills
- exceptional attention to detail
- excellent verbal and written communication skills
- ability to manage multiple recurring projects
- ability to handle confidential information with discretion
- obtain notary commission within two months
- ability to manage calendar and travel logistics
- dependable and punctual
- professionalism in all interactions
- ability to mentor junior staff
- knowledge of Pinnacle reports and office procedures
Job Qualifications
- Associate's or Bachelor's degree preferred
- relevant professional experience considered as a substitute for education
- minimum of six years executive administrative experience
- demonstrated ability to support senior-level executives
- proficiency in key software tools including Microsoft Office, Adobe Acrobat Pro and AI applications
- strong project management skills
- excellent communication and interpersonal skills
- experience in process improvement
- ability to mentor and develop junior staff
- knowledge of notary requirements and office technology
Job Duties
- Provide high-level administrative support and assistance to principals and other stakeholders, managing tasks with increasing independence and ownership
- Build a strong partnership with principals by aligning daily operations with their priorities
- Identify and improve processes, managing projects, information and resources with minimal oversight
- Lead calendar management for principals, prioritizing time-sensitive tasks and overseeing meeting logistics and follow-up actions
- Research and prepare client-facing materials, reports and logistics
- Cultivate relationships across departments, ensuring smooth communication and a positive organizational culture
- Use discretion, judgment and knowledge to facilitate principals activities and maintain confidentiality
- apply administrative best practices with thoroughness and emotional intelligence
- Deliver principal-ready materials with a focus on quality, polish and firm alignment
- proficient in key firm tools, reports, software and processes
- Assist with event planning and coordination, including setup/teardown and vendor and office maintenance as needed
- Contribute consistently to administrative continuity efforts (training manuals, SOPs, documentation)
- Build cross-department rapport, uplift team morale and model professionalism
- Understand Pinnacle reports including SAOs (Statements of Actuarial Opinion), engagement letters, etc., office technology and procedures, including front-end and progressing to back-end Style Guide processes as needed
- Obtain notary commission within two months of employment and may need to initiate e-notary authorizations within six months of employment
- Be on the main phone line call queue, managing phone and visitor interactions
- Ensure effective communication, directing calls and visitors to the appropriate departments or individuals while maintaining professionalism
- Independently manage travel arrangements, including logistics and itineraries
- Model administrative best practices, mentor junior staff as needed and support team development
- Enter time and expenses accurately
- handle confidential information
- file projects and materials per firm-specific guidelines
- maintain regular, predictable and punctual attendance
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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