OneDigital

Senior Executive Assistant - Remote (CST or EST)

Remote Full time

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Summary: 

The Senior Executive Assistant provides high-level administrative and strategic support to the Financial Services division’s four regional Executive Vice Presidents, ensuring the executive’s time, priorities, and communications are managed effectively. This role acts as a trusted operational partner who protects executive focus, coordinates leadership cadence, and ensures critical initiatives move forward with discipline and follow-through. The position requires exceptional judgment, strong organizational awareness, and the ability to anticipate needs before they arise. The Senior Executive Assistant serves as a key coordination point across leadership, internal teams, and external partners—helping maintain alignment across meetings, priorities, and strategic initiatives. Success in this role requires proactive thinking, discretion in handling sensitive matters, and the ability to balance multiple priorities in a fast-paced environment. 

Essential Duties and Responsibilities 

Executive Priority & Time Management 

  • Manage the executive’s time, focus, and access to ensure alignment with strategic priorities. 

  • Serve as the primary point of contact for requests directed to the executive and evaluate urgency and priority. 

  • Manage and protect the executive’s calendar through strategic scheduling and time blocking. 

  • Screen meeting requests to ensure alignment with priorities and necessity of executive participation. 

  • Anticipate scheduling conflicts and resolve calendar challenges while minimizing downstream disruption. 

  • Protect dedicated focus time for strategic work. 

Leadership Coordination & Strategic Support 

  • Provide operational support that enables leadership initiatives and executive priorities to move forward effectively. 

  • Build and maintain leadership cadence across weekly, bi-weekly, monthly, and quarterly touchpoints. 

  • Maintain visibility into executive priorities across growth, recruiting, M&A, and regional initiatives. 

  • Maintain a rolling view of leadership commitments and ensure follow-through across initiatives, meetings, and executive decisions. 

  • Prepare leadership materials including presentations, scorecards, and quarterly business review content. 

  • Assist in coordinating strategic initiatives and cross-functional efforts as needed. 

  • Monitor organizational dynamics and surface emerging issues or friction points when appropriate. 

  • Draft and coordinate communications on behalf of the executive. 

  • Maintain confidentiality and discretion in all correspondence and documentation. 

Meetings, Events & Executive Engagements 

  • Coordinate meetings, events, and executive engagements to ensure preparation, execution, and follow-through. 

  • Prepare meeting agendas and coordinate supporting materials. 

  • Arrange meeting logistics including conference space, facility coordination, and catering when required. 

  • Capture meeting notes when needed and track action items and follow-ups. 

  • Coordinate travel logistics including itineraries and geographically optimized scheduling. 

  • Coordinate invitations, RSVP tracking, and logistics for executive-sponsored events or conferences. 

  • Adjust travel and meeting logistics as priorities evolve. 

  • Support expense management in a proactive and accurate manner. 

Qualifications, Skills and Requirements: 

  • Brings a high-energy, solutions-first mindset and remains steady, positive, and resourceful when navigating demanding priorities. 

  • Exceptional organizational and time management skills. 

  • Strong ability to prioritize tasks and manage competing demands. 

  • Excellent written and verbal communication skills. 

  • High level of discretion when handling confidential information. 

  • Ability to anticipate needs and operate with minimal direction. 

  • Strong attention to detail and follow-through on commitments. 

  • Experience managing multiple executive calendars, travel, and meeting logistics. 

  • Advanced proficiency with Microsoft Office and collaboration tools. 

  • Ability to coordinate across teams and build effective working relationships. 

Education, Training and Experience: 

  • Bachelor’s degree preferred or equivalent relevant experience. 

  • 7–10+ years of experience supporting senior executives or leadership teams. 

  • Experience supporting complex leadership schedules and organizational initiatives preferred. 

  • Experience supporting multiple executives simultaneously preferred. 

The typical base pay range for this role nationwide is $70,000 to $100,000 per year 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. 

To learn more, visit: www.onedigital.com/careers  

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!