The Root Agency supports nonprofit fundraising through our 4D Approach: Development, Data, Design, and Delivery. We partner with nonprofits to help optimize their vision. We align with their strategic plan and help advance their mission. Our highly skilled team collectively brings over a century of expertise and delivers results across diverse sectors including faith, human services, education, healthcare, foundations, arts/culture, animal welfare, and more. The Root Agency has raised more than $100 million with our nonprofit clients to enhance their communities. Throughout our partnership, we work tirelessly to help their organization Take Root and Grow.  

We continue to deliver results for reputable nonprofits to include Big Brothers Big Sisters, Habitat for Humanity, Catholic Charities, Catholic Dioceses, Humane Societies, University of South Florida, and more. We specialize in supporting small and mid-sized non-profit organizations to better serve their communities. The Root Agency is headquartered in Dunedin, Florida. We have received recognition as 2024 HUB Entrepreneur of the Year and our CEO is a 2025 Titan100.

The Root Agency provides the team, tools, and processes to support nonprofits making a local impact in communities across the world--while delivering an immediate ROI.  Our vision is to strengthen individuals, organizations, and communities through philanthropy.

The Executive Assistant offers comprehensive support to our HQ operations, team, and the CEO. Our highly motivated Executive Assistant will maintain HQ and provide business infrastructure support. This dynamic position requires the ability to anticipate needs, think critically, strategically process, and schedule effectively. Excellent communication and customer service skills are required to effectively navigate, coordinate, and resolve project challenges. We expect our team members to adapt to company and client needs.

• An Associates Degree or similar college education and/or a combination of education and 5+ years of Executive Assistant experience is required
• Must be a scheduling and logistics samurai (it's an estimated 50% of the job)
• Must demonstrate intermediate skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables 
• Experience utilizingThe Root Agency's Tech Stack (see below)
• Exhibits excellent writing, editing, and communication skills.
• Must be detail and results-oriented with an ability to work in a cross-functional, fast-paced, and constantly evolving hybrid environment with diverse teams and skill sets.
• Ability to evaluate priorities and multi-task accordingly, while keeping others apprised of status with respect to firm due dates.
• Experience in bookkeeping a plus
• Experience with Salesforce a plus
• PMP, CFRE, and/or Lean Six Sigma Certifications a plus
• Must exercise a high-level of confidentiality; be coachable, highly organized, and can execute to meet project deliverable due dates.
• Experience in building long-lasting relationships with internal and external clients.
• Exhibits a positive professional attitude with resiliency and perseverance in working with complex projects.
• Values integrity, altruism, and our philanthropic mission.

• Execute company scheduling and logistics, ensuring smooth workdays with buffers, efficiency, and productivity
• Serve as a gatekeeper and manager of communications/meetings with our CEO
• Liaise with team to ensure all client work materials meet review/quality assurance blocks
• Support sales pipeline and initial client onboarding activities in the legal and finance departments
• Support marketing efforts to include maintaining inventory of collateral, swag, and project coordination of exhibiting events, and more
• Keep HQ organized and supplied to standard of excellence
• Administratively support Talent Management to include all aspects of the hiring, onboarding, and professional development processes
• Attends and manages monthly meetings with bookkeeper, handles expense reimbursement process
• Oversee inventory, asset management, and procurement processes, maintaining accurate records and optimizing resource usage
• Maintain and update IT credentials and software as needed
• Coordinate website updates
• Plan and coordinate company marketing/PR events
• Coordinate approved team travel
• Invest in building long-lasting relationships with internal and external stakeholders for the company 
• Perform basic duties such as completing reports, formatting documents to company brand guidelines, digital filing, and data entry across business operations
• Coordinate daily communications via telephone, email, and other software applications used by The Root Agency and our nonprofit partners
• Follow The Root Agency established processes and procedures
• Possess a passion for and ownership of your work with the desire to meet and exceed the high expectations required for a fast-growing business
• All other projects/duties as assigned

Our Tech Stack

You’ll primarily work with the following tools and applications:

• Apple products
• Google Workspace (Google Drive, Gmail, Forms/Sheets, and Keep)
• Microsoft 365 (Word, Excel, PowerPoint)
• Adobe Acrobat
• Slack and Asana
• Zoom video conferencing platform
• Kajabi

• Our headquarters is located at 424 Skinner Blvd, APT A, Dunedin, FL.
• We currently serve clients nationwide.
• Our team members and vendors are located across the US.
• Company core hours are from 8:30 AM - 5:00 PM Eastern, Monday – Friday.  

• The position will be in-office at our headquarters in Dunedin, FL
• Candidates must live within a commutable distance of TRA headquarters
• The compensation for this position is $27-$30 per hour with budgeted performance-based bonuses (opportunity to increase hours when company capacity expands)
• The hours for this position are 8:30 AM – 2:00 PM (20 hours per week) Monday – Thursday
• After completing the 90-day probationary period this position becomes eligible for:
  • 2.5 days of PTO (can be used for sick/personal/vacation leave) for usage by December 31, 2025.; 2025 Paid Holidays: Noon Wednesday to Friday of Thanksgiving Week; Christmas Eve, Christmas Day, New Year's Eve, and New Year's Day
  • As of January 1, 2026: 5 days of PTO (can be used for sick/personal/vacation leave)
  • 9 federal holidays and 15 business closure days. This includes business closure the week of Thanksgiving and two weeks at the end of the calendar year.
• An investment in professional development opportunities: We provide tracks for PMP and CFRE Certification.
• Meaningful work in a supportive team environment. 

To apply please submit the following via email with the subject line: “TRA Client Project Coordinator Application – [Your Name]” to:

[email protected] 

Part I: 

a. Cover letter and resume with applicable experience 

Part II: (Video Submission Required) 

a. Why do you want to work with us? 

b. Explain your achievements and advancements in a similar role