Executive Assistant to the President and Board Liaison - Trellis Company

You are one who is responsible for providing comprehensive support to the CEO and Board of Directors and managing the logistics for the Office of the President. Position requires the ability to anticipate needs, think critically, and proactively identify solutions to problems with a high level of professionalism and confidentiality. You can operate with a high degree of autonomy in a constantly changing environment and will be expected to perform duties at inconsistent hours and with limited direction.

Who we are:

Trellis Company is a nonprofit 501(c)3 corporation with the dual mission of helping student borrowers repay their education loans and promoting access in higher education. Our strong philanthropic heritage of giving through grants to colleges, universities, and research groups remains focused on improving student outcomes, especially to underserved students, families, and institutions.

As we move into the future, we're drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team!

Location:

The position is hybrid, office location in Round Rock, Texas.

Essential Duties and Responsibilities:

The position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation.

• Provide executive-level support to the President / CEO with a high degree of initiative, judgment, and discretion.
• Facilitate efficient utilization of the President / CEO's complex schedule, handle frequent reprioritizations, often requiring independent decision making.
• Schedule President / CEO appointments and meetings, coordinate resources, prepare reference and back-up materials for meetings.
• Coordinate travel arrangements, develop itineraries, book flights, hotels, and transportation, reserve meeting facilities, and coordinate other arrangements, as necessary.
• Prepare expense statements, travel analysis, and reconciliations on behalf of the President / CEO.
• Manage the scheduling, preparation, logistics, and follow up for engagements, events, and meetings associated with Trellis strategic initiatives.
• Proactively identify and exercise independent analysis and judgment to prioritize situations requiring the President / CEO's attention.
• Track the President / CEO's project deadlines and needs, while simultaneously meeting own deliverables.
• Provide document management support through composing and editing minutes, deliverables, correspondence, memoranda, contracts, and proposals. Manage completion from draft to final version.
• Establish and maintain collaborative relationships internally and externally, including but not limited to the Trellis Board of Directors, Executive Leadership, and Senior Management.
• Provide support for Board meeting logistics: schedule Board meetings, negotiate hotel and restaurant accommodations, arrange catering, and process expense reports for Board members who travel to attend Board meetings.
• Facilitate and manage the process of ensuring board and committee materials are complete, accurate, and distributed to Board members in a timely manner.
• Monitors budget tracking and expenditures. Enters requisitions for purchases, contracts, and payment processing. Contract and procure goods and services, collaborating with procurement, finance, and legal.

• Supports records management process.
• Responds to internal and external requests and triages priorities.
• Supports internal efforts related to new initiatives and corporate goals.
• Supports other functions and responsibilities of the department.
• Interacts with all levels of management, as necessary.
• Provide event management support and coordinate executive leadership meetings and retreats.
• Must be available to work flexible hour.
• Participate in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process.
• Foster an environment of inclusion, where diverse thoughts are freely shared, respected, and integrated.
• Performs all other duties and responsibilities as assigned.

• Strong detail-oriented and organization skills, effective at managing multiple priorities under tight deadlines, ability to prioritize conflicting demands, organize time and resources to ensure delivery of solid and consistent results.
• Exceptional interpersonal relationship skills including, but not limited to, effective team collaboration, flexibility, dependability, and conflict resolution.
• Capacity to think strategically, critically, and respond analytically.
• Ability to exercise diplomacy, tack, and good judgment in recognizing scope of authority and in protecting confidential information.
• Ability to manage uncertain daily priorities, work under pressure, regularly shift focus, and consistently meet deadlines.
• Ability to solve problems independently.
• Strong client/customer service skills and ability to communicate with multiple stakeholders.
• Strong Microsoft Office Suite skills.
• Strong oral, and non-verbal communication and listening skills.
• Ability to handle stressful situations and sensitive issues appropriately.

Education

Required:

• Bachelor's Degree in business or related discipline. Experience may be substituted for the degree requirement on a year for year basis.

Required:

• Two (2) or more years' experience working with and supporting executive leadership.
• Two (2) or more years' experience interacting with board members and supporting the needs of the Board.

• Project Management experience and/or certification.
• Experience working with a not-for-profit organization.
• Experience with customer relationship (CRM) database systems such as Slate, Ellucian, Salesforce, or a similar system.
• Experience with corporate communications.

Physical and Mental Demands:

• Position is primarily sedentary. Must be able to sit in a stationary position for long periods of time; Occasionally must move about inside the office.
• Must be able to provide presentations and services to clients in a variety of business and work settings.
• Repetitive motion. Regularly operates a computer, phone, and general office equipment. Regularly uses hands/fingers to handle, feel, or grasp; reaches or extends arm(s) in any direction.
• Hearing and speaking. Regularly talks with other employees and on the phone, virtually, or in person with clients. Regularly uses hearing to listen and respond to employees and clients.
• Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials.
• Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication.

Work Environment:

• Work may be conducted remotely or in an open office with a surrounding small cubicle environment.

• Office work environment is climate controlled with no substantial exposure to adverse environmental conditions.
• Travel required up to 10% of the time.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans.

Please view Equal Employment Opportunity Posters provided by OFCCP.