Executive Assistant - Confidential
Austin, TX
About the Job
Who We Are
The firm is a fully in-person and established boutique integrative wealth management firm, located in Austin, TX. We support a multi-generational, Texas-based family including their business ventures, investments, a private foundation and related entities.
Who You Are
We are seeking a highly organized and proactive Executive Assistant to provide comprehensive support to our entire team including three executives, investment manager, and finance/accounting manager. In addition to traditional executive assistant duties, this role will also involve managing insurance, light bookkeeping, and acting as the primary coordinator of our file storage and retention.
This person will replace a retiring, long-time administrative professional. We anticipate a smooth transition, with mentoring and training alongside the outgoing employee.
What You'll Do
Responsibilities: This role requires a proactive individual with exceptional communication, project management, and organizational skills. The Executive Assistant will take ownership of key areas within the company, ensuring streamlined processes, efficiency, and execution across all tasks. The ideal candidate will demonstrate professionalism in interactions with clients, stakeholders, and internal teams, maintaining a high standard of service and attention to detail. Responsibilities include, but are not limited to:
What You Bring
The ideal candidate will possess the following qualifications or credentials:
- Bachelor's degree or equivalent experience preferred.
- Proven experience as an executive assistant or similar role, supporting multiple executives and managing complex administrative tasks.
- Strong organizational skills and attention to detail, with the ability to prioritize and multitask in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to interact professionally with internal and external stakeholders.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Sharepoint.
- IT and Cybersecurity acumen and experience
- Discretion and confidentiality when handling sensitive information and confidential matters.
- Professional demeanor and strong work ethic (pro-active and dependable)
What We Offer
Salary range $80k-$90k (dependent on experience level)
Annual discretionary bonus, and benefits will be offered. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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