Executive Assistant and Analyst

Bogin, Munns & Munns, P.A
Orlando, FL
Executive Assistant and Analyst Location Orlando, FL (Central Business District area) :

mary:

The Executive Assistant & Analyst (EAA) will manage the executive calendar(s), plan and assist with projects for the business, ensure efficient use of executives' time, and collaborate closely with colleagues to ensure a fluid work environment within the office. The EAA will also perform research and analysis to support efficiency and productivity. The ideal candidate will be a detailed planner, expert communicator, and top-notch analyst.

Duties & Responsibilities:

Executive Assistant and Analyst -

  • Maintains executive calendar(s) and makes all necessary arrangements for appointments and travel.
  • Develops and maintains reports (including expense reports), databases, presentations, spreadsheets and/or files as appropriate and required.
  • Identifies new ways to add value & proactively takes on new tasks to help the executive be more productive.
  • Uses expert level PowerPoint skills to prepare presentation materials for high-level internal and external executive meetings
  • Provides support in preparing for departmental activities (high-level executive and management on-site and off-site meetings, telephone and video conferences, internal and external presentations), including scheduling, set-up, preparation including meeting packages etc.
  • Provides administrative support for the executive(s). This may include typing, mailing, emailing, copying and other essential administrative duties.
  • Maintains a wide variety of paper and electronic department files, records, and reports.
  • Carries out special projects as assigned; projects may include researching, gathering, compiling, analyzing, and presenting data.
  • Assists executives with driving awareness of requirements across business units and identifying substandard systems processes through compilation and evaluation of real-time data.
  • Performs other duties as assigned.

Requirements, Competencies and Certifications:

  • Excellent verbal and written communication skills.
  • Proactive and independent with the ability to take initiative.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Strong organizational skills to proactively balance multiple high-priority requests concurrently and ability to work independently in a demanding, changing environment.
  • Effective interpersonal and excellent communication skills - confident, organized, and clear
  • Adapts easily to process changes and learns new technologies quickly.
  • Administrative support experience.
  • Experience in analytics and systems development.
  • Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills.
  • Demonstrated ability to handle information in a confidential manner.
  • Ability to handle multiple tasks and priorities in a fast-paced environment while using sound judgment in carrying out duties.
  • Proficient with Microsoft Office Suite or related software.
  • Proven analytical abilities.
  • Experience in generating process documentation and reports.
  • Excellent communication skills, with an ability to translate data into actionable insights.
  • Highly responsive, flexible and adaptable
  • Proactive thinker/action taker

Minimum Education & Preferred Experience:

  • Strong interpersonal skills necessary to effectively address sensitive and confidential information by telephone, in writing, and in face-to-face contacts with the public and associates at all levels.
  • Advanced knowledge of MS Outlook.
  • Intermediate to advanced knowledge of MS Office (word/excel/PowerPoint).
  • Bachelor's degree (or equivalent) in financial analysis, information technology, or computer science.
  • Strong working knowledge of relevant Microsoft applications, including Visio.
  • Experience with data visualization.

This is a non-smoking environment.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Posted 2025-10-10

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