Executive Administrative Assistant

Summary/Objective Reporting to the Chief Revenue Officer, the Executive Administrative Assistant is responsible for providing administrative, operational, and project support while helping drive coordination across the Growth organization. This role partners closely with business leaders to manage executive priorities, support key initiatives, prepare business documents, coordinate meetings, and track projects. The ideal candidate is highly organized, detail-oriented, proactive, technologically savvy, and thrives in a fast-paced environment while serving as a trusted partner behind the scenes. Essential Functions Manage executive calendar, scheduling, and meeting coordination for the Chief Revenue Officer. Coordinate timelines, deliverables, and project tracking across multiple Growth organization initiatives. Prepare, format, and maintain professional proposals, presentations, meeting materials, and other business documents. Track action items, project milestones, and follow up on outstanding deliverables to ensure timely execution. Maintain organized records, files, and operational information within Microsoft 365, SharePoint, Teams, and other business systems. Assist with strategic partnership, business development, and Growth organization initiatives by coordinating information, meetings, and deliverables. Prepare recurring reports, dashboards, and operational updates to support decision-making and organizational priorities.

Responsibilities and Duties

1. Executive Support Manage executive calendar, scheduling, and meeting coordination Coordinate travel arrangements and itineraries Prepare meeting agendas and supporting materials Track action items and follow up on outstanding deliverables Process expense reports and administrative requests Assist with internal and external communications 2. Document & Presentation Support Format and prepare professional proposals, presentations, and client materials Assemble meeting packets and presentation decks Maintain document templates and version control Proofread documents for grammar, formatting, and consistency Coordinate electronic signatures and document distribution 3. Organization & Project Coordination Maintain organized electronic filing systems within Microsoft 365, SharePoint, and Teams Coordinate timelines and deliverables across multiple projects Schedule recurring meetings and manage project calendars Track project milestones and communicate status updates Assist with event and meeting logistics 4. Growth Operations Support Help coordinate strategic partnership initiatives Maintain sales and partnership tracking information Assist with CRM updates and reporting Support conference, webinar, and event planning Prepare recurring reports and dashboards as needed This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

Bachelor's degree preferred or equivalent professional experience required 2–5 years of administrative, executive support, project coordination, or operations experience Proficiency with Microsoft Office 365 applications, including Outlook, Word, PowerPoint, Excel, Teams, SharePoint, and OneDrive required Experience with Salesforce, Adobe Acrobat, DocuSign, Canva, AI tools such as Microsoft Copilot or ChatGPT, and project management software preferred Strong organizational and time management skills with the ability to prioritize effectively Excellent written and verbal communication skills High attention to detail and commitment to quality work Ability to manage multiple priorities and work independently Professionalism, discretion, and sound judgment when handling confidential information Positive, proactive attitude with a willingness to learn and grow Travel No travel is required for this position. Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands Must be able to lift up to 30 pounds. This position will require setting up workstations including monitors, computers, laptops, and other hardware as required. It may also require the use of ladders and crawling under desks to provide network connections to equipment. Position Type and Expected Hours of Work This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $36/hr - Maximum: $43/hr USD Benefits Heavily subsidized medical insurance options Generous employer HSA contributions 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health Dental and Vision plans Unlimited PTO Organization-paid holidays, including an extended Winter Break Safe Harbor 401k Plan Employer-paid professional dues, licenses, and renewals Continuing Education resources Family Planning Assistance Program and Paid Parental Leave Subsidized fitness programs CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com . Your concerns will be handled with the utmost confidentiality and care.