Executive Assistant to the CEO

Description

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.

Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 

At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

Requirements

• • Manage executives’ schedules, including appointments, meetings, and travel arrangements.
• • Prepare and edit correspondence, reports, and presentations.
• • Conduct research and compile information for meetings and projects.
• • Serve as a liaison between executives and internal/external stakeholders.
• • Maintain confidential information with discretion.
• • Organize and coordinate events, meetings, and conferences.
• • Assist with project management and tracking progress on various initiatives.
• • Handle inquiries and provide support to team members and clients.
• • Work as a liaison between vendors for executives.
• • Support office requests between office locations.
• • Schedule and organize meetings and conferences.
• • Schedule and organize office activities/functions.
• • Act as liaison for building maintenance.
• • Maintain professional accreditation necessary to meet agency standards.
• • Participate in continuing education programs when available.
• • Build and maintain a favorable and professional work relationship with other staff members.
• • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• • Adhere to established employee manual policies and guidelines.
• • Promptly report all E&O claims and potential E&O claims.
• • Maintain confidentiality in all aspects of client, staff, and agency information.
• • Perform other duties and projects as assigned.

  QUALIFICATIONS DESIRED:
 
• College degree preferred, high school diploma or equivalent required.
• Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus.
• Works effectively and relates well with superiors, colleagues, and individuals inside and outside the company.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.