SAGE Platinum

Did you know that Aldersgate is one of only a few Life Plan Communities to achieve and maintain SAGE Platinum level certification? SAGE is an internationally recognized organization certifying culturally competent for senior services.

SAGE Platinum
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Charlotte, NC

Executive Assistant - Finance



Provides executive and administrative support for the CFO / Treasurer and Director of Mission Advancement.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Provides administrative support for the CFO/Treasurer. Handles routine administrative duties such as payment vouchers, travel arrangements, catering forms, executive office filing system, etc; ensures prompt payment voucher processing in order to facilitate timely payment of invoices;

Works closely with project consultants in coordinating meetings, meeting places, and equipment as needed;

Works closely with the catering manager to facilitate the smooth flow of culinary needs for Finance office events and meetings;

Places supply orders for the Finance office;

Provides administrative support for the Finance Committee, Resident Finance Committee, Investment Committee, and Audit Committee; including minutes and presentations.

Transcribes, reviews, and composes letters and other documents for CFO’s signature;



High school graduate or equivalent required. Bachelor’s degree preferred.

Minimum of three years’ experience in executive level office administration or project management


1. Proficient with Microsoft Office software; primarily Word, Excel, Outlook, and PowerPoint

2. Demonstrate accountability, prioritization, initiative, and foresight

3. Ability to type 70-80 words per minute.

4. Ability to take dictation at the rate of 100 words per minute.

5. Ability to transcribe using dictating equipment.

6. High level of interpersonal and communication (both oral and written) skills

7. Ability to be positively assertive and work well under tight deadlines

8. Maintains confidentiality where deemed appropriate.

9. Notary Public for North Carolina or willingness to become one

10. Ability to work in a fast-paced environment

Job Type: Full-time

COVID-19 considerations:
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