Rachel Elliott

Executive Assistant with over 10 years of experience reporting to the CEO and other executives. Forward-thinker that uses critical thinking skills to make sound decisions. Resourceful and works well under pressure with the ability to anticipate and problem-solve while maintaining composure and professionalism.

Efficient gatekeeper adept at successfully facilitating the day-to-day administrative and business functions while managing competing priorities. Team-oriented with an acute emotional intelligence and works autonomously with confidentiality as a priority. Extensive private aviation background and skilled board liaison.

Executive Assistant- Hybrid at Lockton Companies (2023-06 – Present)

• Provides high-level administrative support to C-suite executives, managing complex calendars, meetings, and travel arrangements
• Acts as a trusted liaison between executives, internal teams, and global offices
• Anticipates executive needs and proactively resolves scheduling, communication, and operational challenges
• Maintains strict confidentiality while handling sensitive company and personnel information
• Coordinates all domestic and international travel, including flights, accommodations, itineraries, and expense reporting
• Manages multiple executive calendars, prioritizing meetings to maximize productivity and efficiency
• Prepares meeting agendas, briefing materials, and follow-up action items
• Provides high-level executive support in a hybrid remote environment, maintaining seamless operations across time zones
• Manages executive calendars, inboxes, and priorities independently with minimal supervision
• Serves as a reliable point of contact while executives travel or work remotely
• Facilitates virtual meetings via Zoom, Microsoft Teams, and Webex, including scheduling, agendas, and follow-ups
• Maintains accurate digital filing systems and shared drives for easy remote access
• Coordinates meetings across multiple time zones while optimizing executive availability
• Adapt schedules quickly to accommodate last-minute changes and urgent requests
• Ensures consistent executive coverage despite varying work hours and locations
• Maintains confidentiality and data security while working remotely

Executive Assistant to the CEO at CI Stavis & Cohen Private Wealth (2022-02 – 2022-12)

• Coordinated all meetings, travel, and offsite retreats for the CEO
• Managed calendar for CEO and CIO
• Created and edited PowerPoint presentations for all CEO meeting
• Handled all aspects of client events, employee events, and offsite meetings for the firm
• Executed all contracts for events
• Communicated and coordinated with all outside Board members that CEO serves on
• Handled all IT related office activity (i.e., zoom, troubleshooting, setting up new employees)
• Acted as a liaison between clients and CEO
• Established new policies and procedures to streamline office activities
• Anticipates and proactively handles tasks CEO will need to get done
• Created and maintained reports for the CEO (i.e., weekly CEO report, client money movement, investment reviews, etc.)
• Helped with transition from one broker-dealer to another
• Kept up with client loan movements from one bank to another

Executive Assistant to the CEO at Quorum Software (technology) (2019-01 – 2021-11)

• Provided Excellent support to CEO, CSO, CPO, and EVP Professional Services
• Heavy calendar management
• Coordinated all board meetings and works with all board members efficiently
• Executed all travel, hotels, car pickups, dinners, for four executives including international travel
• Created PowerPoint and Word documents for board meetings and other executive meetings
• Coordinates with airlines and testing centers to align with COVID restrictions
• Planned, coordinated, and executed offsite retreats, including hotels, flights, transportation
• Natural communicator who is at ease when talking to board members and other employees
• Anticipated needs and proactively handles things to promote ease to the CEO
• Willing to work extended hours if necessary (nights and weekends at home)

Executive Assistant at Pacific Drilling Services (Oil and gas) (2014-12 – 2019-02)

• Supported entire Operations Department including Chief Operations Officer, two Directors, three Managers, nine Technicians and nine Superintendents
• Coordinated entire Subsea Technician Program
• Created and submitted expense reports for COO
• Edited, formatted, and published Operational documents
• Executed and coordinated all travel, hotel, and car services for COO
• Organized and formatted two Technician Training Manuals
• Planned and coordinated all meetings and global conference calls
• Monitored COO calendar and meetings
• Maintained and initiated new Visa applications
• Assisted with various duties for COO (i.e. spreadsheets, data retrieval, etc.)

Bachelor's in business administration – University of Houston – Victoria (2012-12)