Job Description

TrustPoint Services is a growing consultancy helping independent insurance agencies build stronger, more profitable businesses. We’re looking for a highly organized, flexible, and energetic Personal Assistant who thrives in a fast-moving environment. You’ll work side-by-side with our CEO, coordinating logistics, producing polished materials, and helping bring big ideas to life.

No two days look the same, and that’s exactly how we like it.

Operations & Administrative Duties

• Manage email inbox and follow up on behalf of the CEO

• Schedule meetings and coordinate calendars

• Arrange travel (flights, hotels, itineraries)

• Ensure Director receives the weekly billing summary

• Personal appointment coordination, Events & Team Culture

• Plan two in-person team get-togethers per year

• Coordinate monthly team (remote) activities and recognition gifts

• Source swag for Staff, Masterminds, and gifts for CFO clients

• Help plan and execute a CFO client event Content & Marketing

• Build timed outlines and summaries for presentations

• Maintain libraries of presentations and articles

• Support development of online classes

• Assist in creating marketing materials for Mastermind Programs

• Send, collect, and summarize pre/post surveys

• Build and format Mastermind booklets

• Coordinate speakers and manage follow-up

Must-Have Traits

• Exceptionally organized with strong follow-through

• Flexible self-starter who takes initiative

• Positive, fun energy that elevates the team

• Strong written and verbal communication

• High attention to detail

• Proficiency in Microsoft Office -Word, Excel, PowerPoint

• Willingness to try new things! Bonus Points For

• Executive or consultant support experience

• Event planning experience

• Basic design skills (Canva, etc.)

• 
  Online course or LMS experience WHY YOU’LL LOVE THIS ROLE

• Work directly with the CEO on meaningful projects

• Variety across operations, events, and content

• Flexibility and autonomy in how you work

• Collaborative, upbeat team that values you

• Grow with a mission-driven business

✨ Why This Role Is Awesome ✨

Looking for a role where no two days are the same? As Personal Assistant to the CEO at TrustPoint Services, you’ll work closely with leadership, help bring big ideas to life, plan events people actually love, and keep a fast-growing business moving forward. You’ll have autonomy, variety, and a team that truly values your energy and ideas. If you’re organized, upbeat, and love meaningful work—this one’s for you.

If interested send your information to: angela@trustpointservices.net no phone call please

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