Valid8 Financial, Inc.
Executive and Personal Assistant to CEO
Valid8 Financial, Inc., San Jose, California, United States, 95199
At Sureify, we are transforming the life insurance industry by modernizing and innovating its core processes. Our enterprise platform delivers a comprehensive suite of digital solutions to some of the world’s leading insurance companies. As we continue to grow, we are seeking a proactive, confident, and highly organized Executive Assistant to support our executive team.Position Overview:The Executive Assistant will provide comprehensive administrative support to the CEO, President, Chief of Staff, Chief Business Development Officer, CFO, and CTO. The primary objective is to ensure seamless daily operation for the CEO and his team. This role requires a strong, confident individual capable of efficiently managing schedules, projects, and meetings. The ideal candidate is agile, resourceful, and a strategic thinker with exceptional organizational skills, meticulous attention to detail, and the ability to handle sensitive information with discretion. Thriving in a fast-paced environment, the candidate must adeptly manage multiple priorities with professionalism and poise while maintaining strict confidentiality.Key Responsibilities:For the CEO:CEO General Manager:
This person will be the assistant and daily manager of the CEO on all matters surrounding business and personal life.Daily Standups:
Start each day with a daily stand-up with the CEO to align the day, remove the clutter, set goals, and follow-up at the end of the day.Virtual Meeting Partner:
Attend many (not all) meetings daily with the CEO for note-taking, project planning, and managing lists of to-dos for all parties. Assist in preparing for meetings by organizing materials, taking notes, and ensuring follow-up tasks are completed.Meeting Coordination & Management:
Organize and prepare materials for meetings, including agendas, presentations, and reports. Ensure the CEO is well-prepared for all engagements and follow-up on action items developed in meetings.Project Support:
Assist with special projects and initiatives as needed, including outbound research, data analysis, and coordination with other departments to ensure project milestones are met.Email Management:
Manage the daily email account and general inboxes of the CEO and all his communication tools.Sales Support:
Prepare emails and outgoing messaging via LinkedIn and email for meetings with clients and prospects during business travel.Calendar Management:
Efficiently manage and prioritize the CEO’s calendar, scheduling meetings, appointments, and events. Ensure optimal time management and coordination with internal and external stakeholders.Communication:
Act as the primary point of contact for all communications directed to the CEO. Screen and handle incoming calls, emails, and correspondence with professionalism and tact.Travel Arrangements:
Coordinate and manage all travel arrangements for the CEO, including booking flights, accommodations, and ground transportation. Prepare detailed itineraries and handle any travel-related issues.For The Executive Team:Executive Team Support:
Act as a liaison between the executives, working on behalf of the CEO with the President, Chief of Staff, CTO, and CFO to align projects, agendas, tasks, action items, and calendars.Document Management:
Proofread and edit documents, reports, and presentations. Maintain organized and confidential records and files.Calendar:
Assist the executive team in coordinating large group meetings and calendar management.Executive Meetings:
Handle logistics and coordination of Board meetings.Travel Arrangements:
Coordinate and manage all travel arrangements for the executive team.Expense Submission:
Manage expense report coordination and submission with the accounting team.Preferred Qualifications:Education:
AA or Bachelor’s degreeIn-Person Tuesday & Thursday Work:
Ability and desire to work some portion of the day in-person when the team is in office Tuesdays and Thursdays.Preferred Skills & Past Experience:
Strong leadership skills, exceptional organizational and time management skills, strong written and verbal communication skills, proficiency in Google Suite and Microsoft Office Suite, high level of discretion, and flexibility to changing priorities.Key Attributes:Proactive and solution-oriented with a strong sense of initiative.Ability to work independently and as part of a team.Positive attitude and professional demeanor.Strong, confident, humble, and professional.Trustworthy.Enjoy humor and engage with fellow team members.What We Offer:Competitive salary and benefits package.Opportunities for professional growth and development.A dynamic and collaborative work environment.The chance to be part of an innovative company shaping the future of insurance technology.Sureify is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Apply for this job#J-18808-Ljbffr
This person will be the assistant and daily manager of the CEO on all matters surrounding business and personal life.Daily Standups:
Start each day with a daily stand-up with the CEO to align the day, remove the clutter, set goals, and follow-up at the end of the day.Virtual Meeting Partner:
Attend many (not all) meetings daily with the CEO for note-taking, project planning, and managing lists of to-dos for all parties. Assist in preparing for meetings by organizing materials, taking notes, and ensuring follow-up tasks are completed.Meeting Coordination & Management:
Organize and prepare materials for meetings, including agendas, presentations, and reports. Ensure the CEO is well-prepared for all engagements and follow-up on action items developed in meetings.Project Support:
Assist with special projects and initiatives as needed, including outbound research, data analysis, and coordination with other departments to ensure project milestones are met.Email Management:
Manage the daily email account and general inboxes of the CEO and all his communication tools.Sales Support:
Prepare emails and outgoing messaging via LinkedIn and email for meetings with clients and prospects during business travel.Calendar Management:
Efficiently manage and prioritize the CEO’s calendar, scheduling meetings, appointments, and events. Ensure optimal time management and coordination with internal and external stakeholders.Communication:
Act as the primary point of contact for all communications directed to the CEO. Screen and handle incoming calls, emails, and correspondence with professionalism and tact.Travel Arrangements:
Coordinate and manage all travel arrangements for the CEO, including booking flights, accommodations, and ground transportation. Prepare detailed itineraries and handle any travel-related issues.For The Executive Team:Executive Team Support:
Act as a liaison between the executives, working on behalf of the CEO with the President, Chief of Staff, CTO, and CFO to align projects, agendas, tasks, action items, and calendars.Document Management:
Proofread and edit documents, reports, and presentations. Maintain organized and confidential records and files.Calendar:
Assist the executive team in coordinating large group meetings and calendar management.Executive Meetings:
Handle logistics and coordination of Board meetings.Travel Arrangements:
Coordinate and manage all travel arrangements for the executive team.Expense Submission:
Manage expense report coordination and submission with the accounting team.Preferred Qualifications:Education:
AA or Bachelor’s degreeIn-Person Tuesday & Thursday Work:
Ability and desire to work some portion of the day in-person when the team is in office Tuesdays and Thursdays.Preferred Skills & Past Experience:
Strong leadership skills, exceptional organizational and time management skills, strong written and verbal communication skills, proficiency in Google Suite and Microsoft Office Suite, high level of discretion, and flexibility to changing priorities.Key Attributes:Proactive and solution-oriented with a strong sense of initiative.Ability to work independently and as part of a team.Positive attitude and professional demeanor.Strong, confident, humble, and professional.Trustworthy.Enjoy humor and engage with fellow team members.What We Offer:Competitive salary and benefits package.Opportunities for professional growth and development.A dynamic and collaborative work environment.The chance to be part of an innovative company shaping the future of insurance technology.Sureify is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Apply for this job#J-18808-Ljbffr