Carter Executive Assistant – Sarasota, Florida


Job Description
Executive Assistant
August 2018

The Executive Assistant will provide dedicated administrative support directly to the Chairman of Carter and will be responsible for a broad variety of tasks
ranging from calendar management and travel coordination to finalizing reports and correspondence.

This position requires exceptional attention to detail and the ability to thrive in a fast-paced environment with constantly evolving priorities. The ideal individual will have experience as an administrative assistant and the ability to work both independently and as part of a diverse team located nationally and internationally.

This is a part-time position, approximately three-days per week, based in Sarasota, Florida, but interfacing with clients located throughout the world.

• Coordinate the Chairman’s internal and external communications, including fielding calls and taking messages; responding to emails; and directing inquiries to the appropriate people.
• Manage the Chairman’s calendar, scheduling meetings, making appointments and providing timely reminders.
• Manage the Chairman’s travel including making travel arrangements and producing travel itineraries.
• Participate in select meetings to take notes, produce minutes and coordinate next steps.
• Maintain Sarasota office, including serving as liaison with the leasing agent, vendors, and suppliers and keeping an organized filing system of paper and electronic documents.
• Review, edit and finalize internal and external documents and presentations on behalf of the Chairman for Carter team members and clients.

Qualifications and skills
• Minimum of four years of experience as an Executive Assistant reporting to a senior level professional
• Computer literacy including advanced Microsoft Office skills and familiarity with Dropbox file sharing application
• Collaborative team player
• Expertise in office management systems, procedures, equipment and applications
• Organizational, project management and problem-solving skills
• Excellent verbal and written communication skills
• Exemplary planning and time management skills
• English proficiency
• Strong interpersonal skills with a friendly and professional demeanor
• Discretion and confidentiality
• High school diploma required; with an advanced training/certificate and/or bachelor’s degree preferred.

Interested candidates should send letter of introduction and resume to, subject line “Executive Assistant”.

About Carter
Carter provides counsel to nonprofit organizations all over the world in the areas of fundraising, governance and organization planning. The company has offices in Sarasota and Vero Beach, along with 25 consultants living throughout North America and Mexico.

Carter Director of Finance and Operations – Vero Beach, Florida


Job Description
Director of Finance & Operations
July 2018

The Director of Finance & Operations (DFO) is responsible for the oversight and
management of all financial and administrative functions at Carter. The DFO
serves on Carter’s leadership team along with Carter’s Chairman, President and
Vice President. The DFO will report to the President of Carter.

Financial Responsibilities

  • Manage the company’s annual budget
  • Provide monthly financial reports to Carter’s partners (Chairman and President)
  • Manage payroll for all employees and independent contractors
  • Maintain Carter’s QuickBooks account
  • Manage all client fee invoices and expense reimbursement invoices
  • Manage the process for payables and receivables
  • Deposit all checks and manage Carter’s bank accounts as advised
  • Serve as the liaison to Carter’s CPA firm for the purpose of completing our corporate tax returns
  • In conjunction with Carter’s President, update the compensation dashboard to ensure proper payment to consultants and to also manage our gross margin
  • Review and assess Carter’s insurance policies and future needs with management team Administrative Responsibilities
  •  Assist new team members on-boarding with basic readiness as consultants
  • Provide IC agreements to new consultants
  • Maintain appropriate records on all team members and ensure Carter is following proper HR policies
  • Serve as Carter’s liaison to our Legal Counsel to ensure our IC and client agreements are in compliance
  • Establish and manage internal administrative procedures
  • Serve as the liaison to our IT vendor and any other vendors
  • Manage the Vero Beach office
  • Develop client agreements after a proposal has been verbally accepted by a prospective client
  • Ensure that Carter is registered as fundraising counsel in the states where we are conducting business
  • Update the Carter client list as new clients are acquired
  • Coordinate with the Support staff in Sarasota office as appropriate to assure smooth operations and efficient use of assets.


  • Candidates should have strong financial expertise and acumen. CPA’s are preferred, but not required.
  • Strong organizational skills and attention to detail is required
  • Experience with QuickBooks, and the ability to assess efficient ways to enhance the above functions through innovative systems
  • Candidates must have a positive attitude and enjoy working with a team
  • Professional verbal skills are required to respond by phone and communicate with clients and team members
  • Managerial experience is recommended
  • Candidates must be self-motivated and able to prioritize and execute their roles with limited daily oversight

Interested candidates should email a letter of inquiry and resume to