Executive Administrator

Overview

As the Executive Assistant to the Chief Strategy Officer (CSO), you are responsible for providing high‑level administrative and operational support in a high‑visibility, high‑trust environment. This role requires exceptional judgment, attention to detail, discretion, and the ability to manage complex schedules, travel, and executive materials with precision.Executive support is the primary focus of this role. In addition, you will provide project and task coordination support by tracking initiatives, maintaining transparency into work in progress, and following tasks through to completion, without owning full project management responsibilities.

What you will do

Executive Support 

Serve as the primary administrative partner to the Chief Strategy Officer

Own and manage a complex, dynamic executive calendar across internal and external stakeholders

Maintain close, ongoing communication with the CSO to anticipate needs and adjust priorities in real time

Coordinate high‑touch domestic and international travel, including flights, hotels, car services, dining reservations, and detailed itineraries

Prepare meeting agendas and materials in advance

Capture meeting notes, document decisions, and track action items with accuracy and follow‑through

Draft, format, and proofread executive‑level documents and correspondence

Serve as a professional point of contact for internal and external stakeholders

Handle sensitive and confidential information with discretion and sound judgment

 Project & Task Coordination (Secondary Focus)

Maintain visibility into projects and initiatives in flight to support CSO priorities

Track tasks, deadlines, dependencies, and progress across teams

Follow up on action items to ensure timely completion

Provide clear, concise status updates to support executive decision‑making

Organize and maintain documentation related to strategic initiatives

Technical Skills & Tools

Microsoft Outlook – advanced executive calendar management

Microsoft Excel – advanced proficiency including data manipulation, trackers, formulas, filters, and conditional formatting (no financial modeling required)

Microsoft PowerPoint – creation of polished, print‑ready, client‑facing presentations

Microsoft Word – professional document drafting and formatting

Microsoft Visio – basic proficiency for diagrams, workflows, or process visuals

CRM familiarity preferred; Salesforce experience is a plus

What you will bring

5 + Years of executive‑level administrative support experience, ideally supporting C‑suite leadership

Demonstrated experience managing complex calendars and high‑touch travel

Advanced Excel and PowerPoint skills with strong attention to detail

Exceptional written and verbal communication skills

Proven discretion in handling confidential information

Strong organizational skills and ability to adapt in a fast‑paced environment

Availability & Flexibility

This role, in supporting senior leadership and client‑facing initiatives, may occasionally require flexibility outside typical business hours. These needs are generally known in advance and tied to projects or travel, rather than unexpected or ongoing after‑hours work. Candidates should be aware of this expectation and comfortable exercising a reasonable degree of flexibility when needed.

What Success Looks Like in This Role

The CSO’s schedule and travel run smoothly even amid frequent changes

Meetings are well‑prepared, documented, and followed by clear action items

Excel trackers and documents are accurate, clear, and reliable

PowerPoint materials are consistently polished and client‑ready

Projects in flight are transparent and followed through to completion

For California, Colorado, and New York applicants, the pay range is $60,000 to $80,000

What we offer

Competitive payrates based on skills and experience

Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts

Rest and relaxation: Paid holidays and generous PTO based on tenure

Community and Philanthropy: Paid volunteer time

Paid Maternity and Parental Leave

Contribute to your future: 401K plan and robust continuous learning opportunities

Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for thisrole. This is a remote role, meaning you have the flexibility to work from home.(Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Who we are

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact HR@mortgageconnectlp.com