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Skills
Billingunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Executive Assistant Skills unmatched
Insuranceunmatched
Internet/IP Telephonyunmatched
Microsoft Officeunmatched
Offer Lettersunmatched
Organizational Skillsunmatched
Professional Servicesunmatched
Revenue Growthunmatched
Small Businessunmatched
Travel Planningunmatched
Writing Skillsunmatched
Description
About Us:
Impact Performance Team (IPT) is a premier advisory, consulting, and recruiting firm. We help small business owners and agency principals build high-performing teams, increase revenue, and scale their business to reach the lifestyle they desire. We are headquartered in Charleston, SC.
Role Overview:
We are seeking a full-time Executive Assistant to work directly with IPT's Founder and President. The person in this role makes everything else possible. You'll own the calendar end-to-end and know it better than he does. You'll triage the inbox every day, flag what needs him, and handle what doesn't. You'll sit on client calls, capture what was decided, and carry it to done. You'll spot conflicts before they happen, find answers, and create solutions. If you're someone who thrives on organization, anticipates needs before they arise, and takes pride in keeping things running seamlessly, this role is for you. Your primary responsibilities will include:
Own the calendar. Book it, protect it, and rebuild it when things shift, guarding prep time, delivery blocks, and family commitments
Coordinate travel and client site visits
Triage the inbox daily and draft routine replies
Schedule and confirm meetings with clients, candidates, and prospects
Catch anything time-sensitive and raise it right away
Get agendas out ahead of time
Join calls, capture action items, send recaps same day, and book the next meeting before people leave
Format and route proposals, agreements, and offer letters for signature, then track them through execution
Keep files organized and CRM records current
Handle invoicing, expenses, subscriptions, and vendors
Manage personal appointments, reservations, and planning
Take care of gifts, orders, returns, and errands
Requirements
3+ years supporting an executive, business owner, or in a comparable operations or administrative role
Exceptional organization and attention to detail. You catch the things other people miss
Forward-thinking. Proactive by default. You anticipate rather than react
Resourceful. When you hit a wall, you find the answer and create a solution
Strong written communication. Clear, professional, concise
Comfortable with Google Workspace, Microsoft Office, and picking up new tools quickly
Discreet. You will have visibility into confidential business, client, and personal matters
Based in the Charleston area, with availability for in-person work as needed
Experience in insurance, consulting, or similar professional services industry
Benefits
Compensation: $60,000 Starting Base Salary
Engagement Type: Full-Time, W2
Location: Charleston, SC. Mostly remote with regular in-person time
Industry Focus: Insurance Consulting & Recruiting Services