Executive assistants are increasingly being asked to manage executive's visa paperwork. Training should be provided to EAs on how to handle immigration documentation and navigate the process with internal immigration teams and external law firms.
Hi fellow EAs, I’m curious how others would handle this situation because I’m honestly a bit confused about where the line is between EA support and personal immigration matters. For context, I work at a large Fortune 500 company supporting a few executives. My typical responsibilities are the usual: calendar management, travel coordination, expense reports, meetings, etc. One of the executives I support recently relocated from APAC to the U.S. When he was returning from a trip abroad, he was apparently stopped by immigration at the airport and put in a secondary inspection room. Later he messaged me saying immigration asked for something like an “I-97” (which I later realized he probably meant an I-797) and told me I needed to “take care of those things and make sure those details are handled.” This caught me completely off guard because I had never been told anything about his visa process or documentation requirements before this. Immigration/Global Mobility handles those things internally at our company, and he also has an external immigration law firm assigned to his case. To help, I reached out to our internal immigration team and they sent over documentation explaining that he should carry certain documents when traveling (passport, visa stamp, endorsed forms, company approval notice, etc.). Apparently he should already have copies of these documents. Now he’s asking me to contact the immigration firm and retrieve his petition documents in digital format as well. I’m happy to help coordinate or connect the dots when needed, but I’m feeling a bit blindsided because this seems like something the employee himself should manage with immigration and legal, especially since it relates to his personal visa status. He lives with his wife and kids and I have a feeling that when they want to leave the US he wants me to deal with visa paperwork. Have any other EAs dealt with something like this? Is it normal for executives to expect their EA to manage or track immigration documentation like this, or is it more appropriate for Global Mobility / HR / the immigration firm to handle it directly with the employee? I want to be helpful, but I also don’t want to accidentally take ownership of something that really shouldn’t sit with an EA. Curious how others would approach this boundary.