Executive Assistant to CEO Chief Revenue Officer

Executive Assistant to CEO & Sales ExecutiveHorizon Trust Company | Full-TimeAbout Horizon Trust CompanyHorizon Trust Company is a leading Self-Directed IRA (SDIRA) custodian , helping investors and entrepreneurs take control of their retirement capital through alternative investments such as real estate, private lending, precious metals, and other non-traditional assets.We are a fast-growing financial services organization focused on innovation, execution, and ownership. Our culture values proactive problem-solving, operational excellence, and leveraging technology to scale intelligently.Position OverviewHorizon Trust Company is seeking a highly skilled Executive Assistant to support the CEO and Sales Executive. This is a high-impact role for an experienced assistant who thrives in a fast-paced environment, anticipates needs, and operates with autonomy and discretion.This is not a task-based administrative role. You will act as a strategic partner—managing priorities, optimizing executive time, supporting sales and financial reporting, and improving systems using modern tools, including AI and automation.Key ResponsibilitiesExecutive & Calendar Management Proactively manage and optimize executive calendarsPrioritize meetings, communications, and executive commitmentsAct as gatekeeper for executive time and focusReview, triage, and respond to executive email with sound judgmentResolve scheduling conflicts independently Travel & Logistics Coordinate all executive travel, including flights, lodging, transportation, and itinerariesEnsure travel aligns with business priorities, events, and executive preferences Sales, Data & Reporting Support Build and maintain dashboards and spreadsheets for sales performance, KPIs, and revenue trackingPrepare executive summaries, reports, and leadership-ready insightsSupport budgeting, forecasting, and expense trackingTranslate data into concise, decision-ready information Presentations, Webinars & Executive Materials Create and maintain professional slide decks for sales presentations, webinars, and leadership meetingsEnsure accuracy, clarity, and brand consistencyAssist with webinar and presentation logistics Events & Offsites Plan and execute leadership offsites, client meetings, and company eventsManage vendors, timelines, and budgets with minimal oversight Systems, Tools & AI Enablement Use AI tools and automation platforms to improve workflows and efficiencyIdentify process improvements and implement scalable solutionsQuickly learn and adopt new tools and systems Qualifications 3+ years of experience supporting C-level executives or senior leadersProven ability to manage priorities independently in a fast-paced environmentStrong organizational, analytical, and problem-solving skillsAdvanced proficiency in Excel or Google Sheets (formulas, lookups, dashboards)Experience with CRM platforms such as HubSpot, Salesforce, or similarExcellent written and verbal communication skillsHigh level of professionalism, discretion, and sound judgment Preferred Experience Background in financial services, sales, or professional servicesExperience supporting multiple executivesEvent or offsite planning experienceStrong familiarity with AI tools, automation, and workflow optimization Why Join Horizon Trust Company Work directly with executive leadership at a growing financial services firmHigh visibility into strategy, sales, and operationsOpportunity to make a meaningful impact and grow with the companyAutonomous role with trust, ownership, and responsibility If you are an experienced Executive Assistant who thinks ahead, takes ownership, and uses technology to operate at a high level, this role offers a unique opportunity to be a true strategic partner to leadership.

Created: 2026-03-04