Executive Assistant

Community Foundation of Sarasota County

Title: Executive Assistant

Date: 12/15/2025

Reports to: President/CEO

Supervises: N/A

Status: Exempt

Purpose:

Provide high-level executive support to the President/CEO, notably in the areas of calendar management, preparation of confidential and strategic materials, and support of Board of Director functions. This role serves as the eyes and ears for the President/CEO, filtering requests from internal and external individuals to ensure optimal business operations. The dynamic nature of this position requires the incumbent to exhibit exemplary time management, customer service and operational/process skills, along with the ability to identify and anticipate needs and exercise judgment in all instances. The incumbent must exhibit excellence across a broad range of stakeholders including CFSC Leadership, Board of Directors, staff and external relationships. To perform this role successfully, the incumbent must effectively balance highly sensitive tasks with a high degree of professionalism and care.

Responsibilities/Essential Functions:

• Manage the ever-changing calendar of President/CEO.
• Answer/respond to calls/emails (at times on behalf of President/CEO); escalate when necessary.
• Prepare and monitor travel arrangements and expense/credit card reports; research/follow-up if further information is needed.
• Draft, review and distribute communications on behalf of President/CEO.
• Prepare reports, charts, presentations and spreadsheets for Board and/or operational areas; analyze data and make recommendations, as needed.
• Manage Board communications and administrative components of meetings (including coordination of beverages/meals), annual dinners; receptions, Board Ambassador events (schedule, materials, food) and new Board member orientation.
• Manage and update Board portal.
• Take minutes at Board meetings; distribute and file accordingly.
• Manage Board Governance Committee schedule, documents and Task Forces, as requested.
• Manage Supporting Organization Board annual meeting schedules, materials and coordinate grant funding requests (i.e., Wetherington Foundation).
• In support of special projects/initiatives, review, recommend and design processes and strategies that improve or integrate work most efficiently throughout the Foundation; continually refine to ensure achievement of business goals and objectives.
• Provide administrative support (or other tasks) to team members or throughout the Foundation, as needed.