Executive Assistant

1 month ago

Allen, United States North Texas Wealth Management Full time

Job Title: Executive Assistant to the CEO


Location: Allen, TX, In-Office Attendance Required Three Days per Week


Job Summary:

We are seeking a highly organized and proactive Executive Assistant to support the CEO across multiple entities, functioning similarly to a Chief of Staff. This role involves managing interactions with contracted professionals including bookkeepers, CPAs, asset management, and property management companies, content writers, and technology companies. The ideal candidate will demonstrate meticulous attention to detail, superior organizational abilities, and a steadfast commitment to maintaining privacy, confidentiality, and proactive action.


Key Responsibilities:

  • Professional Team Coordination: Efficiently coordinate and oversee activities with a diverse team of external professionals to ensure alignment with the strategic objectives of multiple entities.


  • Leadership Support: Serve as the primary liaison between the CEO and external teams, managing communication to ensure timely and accurate information flow across all entities.


  • Schedule Management: Strategically maintain and balance the CEO’s calendar to optimize both professional and personal time, accommodating the needs of multiple roles.


  • Strategic Planning: Assist in the execution of strategic initiatives, including mergers and acquisitions, public relations efforts, and other key projects.


  • Event and Meeting Coordination: Plan and execute logistics for high-level meetings, leadership conferences, and professional networking events.


  • Communication Management: Safeguard sensitive information with the utmost integrity and confidentiality across all professional interactions.


  • Podcast and Public Relations Management: Schedule and organize podcast appearances and public relations activities, ensuring effective coordination with internal business development efforts and PR firm.


  • Personal and Family Support: Integrate and manage personal and family commitments within the CEO’s schedule, ensuring smooth coordination and balance of these responsibilities.


Qualifications:

  • Proven track record in a high-level executive assistant role, ideally supporting C-suite executives across multiple business units.


  • Demonstrated ability to discreetly handle confidential information and build trust with senior leadership.


  • Exceptional organizational and time management skills, capable of managing multiple priorities across various entities.


  • Excellent communication skills, proficient in preparing documents and presentations for diverse audiences.


  • Strong interpersonal skills, capable of effectively managing complex professional relationships.


Additional Requirements:

Availability to work in-office three days per week, with the flexibility to accommodate the CEO’s schedule, including occasional commitments outside of regular hours.


This role offers a unique opportunity to significantly contribute to the effectiveness and success of the CEO, demanding high levels of dedication, precision, and proactive management across multiple business entities. If you are seeking a dynamic and impactful position, we encourage you to apply.

Industry
  • Financial Services
Employment Type

Full-time




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