Company/Role Overview:

CliftonLarsonAllen (CLA) CLA Search has been retained by Episcopal Communities & Services to identify a Controller for their Glendora, CA location. Episcopal Communities & Services is a prestigious not-for-profit organization with a legacy of providing seniors exceptional communities and services for more than 100 years.

Position Summary

The Executive Assistant provides high-level administrative support to the President and CEO, ensuring efficient management of schedules, meetings, board activities, fund development, and office operations. This role requires exceptional organizational skills, attention to detail, and the ability to work effectively with diverse personalities in a fast-paced environment.

What You’ll Do:

Administrative Support

• Manage CEO’s calendar, including board, committee, and association meetings.
• Create and maintain master calendars for executive leadership.
• Prepare for meetings (logistics, presentations, technology setup).
• Provide research and prepare presentations as requested.
• Maintain corporate records and ensure proper filing in systems like Board Effect and SharePoint.
• Coordinate travel and manage CEO’s schedule, ensuring meetings are spaced appropriately and reminders are sent.

Board & Leadership Support

• Coordinate and support Board of Directors and senior leadership.
• Prepare annual board calendars, agendas, and meeting packets.
• Secure meeting locations and manage logistics for in-person and virtual meetings.
• Prepare minutes and resolutions, obtain signatures, and maintain compliance with retention requirements.
• Train new board members on technology platforms and update board records as needed.

Fund Development

• Maintain donor database integrity and prepare donor acknowledgement letters.
• Run queries and reports in CRM software (Neon).
• Coordinate with accounting to verify donor activity and ensure accurate documentation.
• Prepare and mail letters of acknowledgement and year-end tax letters.
• Organize electronic filing of donor correspondence and reports.

Office Management

• Oversee housekeeping, maintenance, and office supply inventory.
• Arrange delivery of furniture and fixtures as needed.
• Ensure the office is presentable and well-stocked.
• Make authorized purchases for administration and supportive services, following approval protocols and proper documentation.

Technology & Meeting Support

• Ensure all equipment is available and functioning for meetings.
• Coordinate with external parties for offsite presentations.
• Support CEO’s presentation preferences and technology needs.

What You’ll Need:

• Bachelor’s degree (B.A. or B.S.) required.
• Minimum two years’ experience in an executive assistant or similar role.
• Excellent writing and communication skills.
• Strong computer skills; proficiency in Microsoft Office Suite (Word, Excel) and file management software.
• Experience with CRM software (Neon) preferred.
• Ability to work effectively with various personalities.
• Highly organized, detail-oriented, and able to manage multiple ongoing projects.
• Demonstrated ability to prioritize, anticipate needs, and follow through on tasks.