Executive Assistant

Executive Assistant’s responsibilities include managing calendars, meeting notes, making travel arrangements, preparing expense reports, and research around clients. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.

Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to Executive Director/CEO.

Submit your resume to connect@therootsfund.org

  • Act as the point of contact among executives, board members, staff, clients and other external partners

    Manage information flow in a timely and accurate manner

    Manage executives’ calendars and set up meetings

    Make travel and accommodation arrangements for staff and scholars in program

    Prepare powerpoint presentation decks/flyers

    Plan work meetings virtual and in-person

    Rack daily expenses and prepare weekly, monthly or quarterly reports

    Oversee file management on drive, and filing systems

    Act as an office manager by keeping up with office supply inventory

    Format information for internal and external communication – memos, emails, presentations, reports

    Take minutes during meetings

    Screen and direct phone calls and distribute correspondence

    Perform research in wine business and wine education

  • Work experience as an Executive Assistant, Personal Assistant or similar role

    2 years experience in an assistant or admin role to a high level executive

    Excellent MS Office knowledge, MAC, Calendly, and G Suite systems

    Outstanding organizational and time management skills

    Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)

    Managing phone systems

    Excellent letter writing skills, may be asked to help prep presentations

    Excellent verbal and written communications skills

    Discretion and confidentiality

    High School degree

    High functioning self starter that completes task

    Familar with project management tools to track work progress