Katelyn Maniguet

About Katelyn Maniguet

Plancorp relies on expert organizational and leadership support to advance its strategic goals, with a focus on empowering the CEO and President through seamless management of priorities, travel, and internal coordination. The role demands proficiency in handling complex calendars, vendor negotiations, and high-level event coordination, ensuring operational efficiency and alignment with organizational objectives. With over 5 years of experience supporting senior leadership across corporate, nonprofit, and education sectors, Plancorp has benefited from a structured and values-driven approach. Certified in PACE and Nova Chief of Staff, the role emphasizes discretion, adaptability, and fostering positive team culture, enabling leadership to focus on mission-critical initiatives.

Experience

1. Executive Assistant to the Chief Executive Officer & President

   Plancorp Wealth Management

   Aug 2022 — Present · St Louis, MO, US

   Direct support to the CEO and President through high-level calendar & email management, time prioritization, and office & project management. Handles the CEO’s travel arrangements for both business and personal, domestic and international travel. Liaison between internal and external contacts. Organize and coordinate meetings, prepare agendas, and take minutes.• Provide first-line support for client and internal inquiries, helping troubleshoot issues and providing accurate, timely responses.• Manages calendar and logistics for CEO with 150+ meetings scheduled quarterly. • Research and communicate with outside vendors, event sites, and caterers for social events, off-site meetings, Board of Managers meetings, and overnight retreats for the Leadership Team. • Foster positive customer experiences by managing communication flows with professionalism and empathy.• Prepared and distributed confidential board materials; supported internal compliance communications and sensitive executive documentation.• Assist staff with technology questions and meeting setup, similar to the tech support aspect of the role.• Work extensively with Ninety.io, EOS operating system. Expertise with Microsoft 365 (Outlook, Word, Forms, Excel, PowerPoint, OneDrive, and Teams), Webex, Calendly, Box, Adobe Acrobat, and Salesforce. • Missouri Notary RepublicKey Projects & Achievements • Coordinate weekly leadership team meetings and quarterly board meetings. • Assist with special projects as needed, including organizing company-wide employee engagement events and quarterly staff celebrations of milestones and new hires. Coordinates the annual Office Holiday Party. • An active member of the Plancorp Philanthropy Team.