Welcome to the team — we’re thrilled to have you!
This guide outlines how we work, what’s expected, and how you can succeed as an Executive Assistant. The goal is to help you start strong, stay confident, and make an immediate impact.
We are a team focused on building efficient, well-run businesses through clear communication, strong organization, and operational excellence.
Whether the company serves clients, sells products, or manages investments, every team member contributes to making the organization more effective and scalable.
As an Executive Assistant, you are a key part of this mission — helping leadership stay focused on high-value work by managing details, maintaining systems, and keeping communication flowing.
Your daily work may shift depending on company needs, but most tasks will fall into the following categories:
You’ll help manage the flow of communication — scheduling meetings, triaging messages, and ensuring the right priorities reach leadership first.
Use judgment, discretion, and templates provided in this playbook to manage correspondence efficiently.