About the Company
The Insured Retirement Institute (IRI) is a mission-driven financial services organization with a commitment to championing retirement security for all Americans. IRI brings together a team focused on advancing this mission while supporting collaboration, professional development, and work-life balance.
About the Role
IRI is seeking a proactive and highly organized Executive Assistant to support the Chief Operating Officer (COO) and Director of Human Resources (DHR). This full-time, 100% remote position requires at least five years of relevant administrative experience, preferably within a trade association, membership organization, nonprofit, or marketing department.
The role combines executive administrative support with presentation design, virtual meeting and event coordination, document preparation, and project management. Strong PowerPoint skills, design sensibility, and expertise in managing virtual meetings and events are top priorities. The ideal candidate is business-savvy, discreet, self-directed, and capable of anticipating executive needs while managing competing priorities with minimal guidance.
Key Responsibilities
- Provide high-level administrative support to senior executives, including calendar management, travel coordination, scheduling, and meeting preparation.
- Create and format polished, visually compelling PowerPoint presentations that communicate strategic messages clearly and effectively.
- Coordinate virtual meetings, webinars, and internal and external events, including logistics, agendas, technology platforms, and follow-up activities.
- Prepare branded materials, reports, internal communications, and professional documents using PowerPoint, Canva, Adobe Acrobat, and related tools.
- Manage email correspondence, expense reporting, meeting minutes, and committee meeting documentation.
- Track deadlines, maintain task lists, and coordinate special projects involving multiple teams and stakeholders.
- Manage executive priorities, handle sensitive information with discretion, and identify matters that require escalation.
- Anticipate business needs, resolve issues proactively, and keep leadership informed of important developments.
- Coordinate with internal stakeholders and team members to support organizational activities and projects.
- Assist with vendor coordination and contract negotiations as needed.
- Maintain a high standard of professionalism, organization, accountability, and customer service while working independently and collaboratively.
Required Qualifications
- At least five years of relevant administrative experience, preferably supporting C-level executives.
- Strong proficiency in Microsoft PowerPoint and experience creating executive-level presentations and professional documents.
- Proficiency in Microsoft Office Suite and familiarity with tools such as Canva and Adobe Acrobat.
- Experience using virtual meeting platforms, including Zoom and Microsoft Teams.
- Excellent organizational, calendar management, time management, and follow-through skills.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities, meet tight deadlines, and work effectively in a fast-paced environment.
- Strong attention to detail and the ability to handle confidential information with integrity and discretion.
- Business acumen and the ability to understand executive priorities.
- A proactive, forward-thinking approach to problem-solving, with the ability to identify opportunities and recommend solutions.
- Ability to work independently with minimal guidance while maintaining ownership, accountability, and a strong customer service focus.
- Professionalism when interacting with colleagues, leadership, and external stakeholders.
Preferred Qualifications
- Experience supporting C-level executives.
- Experience in financial services, a regulated industry, a trade association, a membership organization, a nonprofit, or a marketing department.
- A bachelor's degree or equivalent administrative experience.
- Familiarity with event management platforms, scheduling tools, database systems, and virtual event technology.
- Experience coordinating events and managing vendor relationships.
- A strong interest in continuous improvement and professional development.
- Availability for occasional travel with advance notice.
Compensation and Benefits
- Annual base salary range of $80,000 to $92,000, with actual compensation based on skills and experience.
- Medical, dental, and vision insurance.
- Paid time off (PTO).
- 401(k) plan.
- Life insurance.
- Short-term and long-term disability insurance.
- Work-life balance programs, including remote work, floating holidays, summer Friday hours, and volunteer service hours.
- Professional development opportunities.
Work Arrangement and Employment Type
- Full-time position.
- 100% remote work.
- Occasional travel may be required with advance notice.
- Seniority level: Mid-Senior level.
- Job function: Administrative and Design.
- Industry: Financial Services and Nonprofit Organizations.
Equal Employment Opportunity
The Insured Retirement Institute (IRI) is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law.
Additional Information
- IRI conducts background checks on all candidates.
- Applications are accepted from principals only.