WiseHR Group | Executive Assistant

3 weeks ago

austin, United States WiseHR Group Full time

Executive Assistant

Austin, TX


Our Client

This firm is a fully in-person and established boutique integrative wealth management firm, located in Austin, TX. They support a multi-generational, Texas-based family including their business ventures, investments, a private foundation, and related entities.


Job Description

We are seeking a highly organized and proactive Executive Assistant to provide comprehensive support to the firm’s entire team including three executives, an investment manager, and a 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 their file storage and retention.


This is a full time, direct hire, in-office position with weekday business hours.


Duties and 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:


  • Manage insurance, including overseeing policy renewals and claims coordination for both business and personal lines. Ensure up-to-date records and proactively review policies for any necessary changes.
  • Manage client relations, serving as the primary point of contact for executives, clients, investors, and other stakeholders. Coordinate meetings, prepare presentations, and oversee the Client Portal with a focus on content creation and updates.
  • Oversee office management, ensuring office equipment, supplies, and team-building activities are well-coordinated. Act as the primary contact with building management and IT service providers to maintain high cybersecurity standards and smooth daily operations.
  • Provide investment support, assisting the Investment Manager with subscription documents, Know Your Client (KYC) compliance, and liaising with fund managers and advisors for accurate processing of subscriptions and capital calls.
  • Provide accounting support, including processing check and wire transfer requests, expense reports, and invoices, while ensuring adherence to internal controls policies and procedures.
  • Manage trusts and entities administration, maintaining accurate records, drafting documents as needed, and serving as the primary SharePoint coordinator. Ensure entity compliance, including tracking logs and deadlines, and implementing and maintaining record retention policies.


Required Experience/Skills

● 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.

● Experience with social media and content development is a plus.

● IT and Cybersecurity acumen and experience.

● Discretion and confidentiality when handling sensitive information and confidential matters.

● Professional demeanor and strong work ethic (proactive and dependable).


Pay & Benefits Summary

A competitive base salary commensurate with experience, along with an annual discretionary bonus and benefits package will be offered.


Both our firm and the hiring company are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.


Please submit your resume along with a cover letter outlining your qualifications and experience for this position.

  • Executive Assistant

    3 weeks ago

    Austin, United States WiseHR Group Full time

    Executive Assistant Austin, TXOur ClientThis firm is a fully in-person and established boutique integrative wealth management firm, located in Austin, TX. They support a multi-generational, Texas-based family including their business ventures, investments, a private foundation, and related entities.Job DescriptionWe are seeking a highly organized and...

  • Career Group | Executive Assistant

    2 weeks ago

    austin, United States Career Group Full time

    Executive Assistant – Austin, TXA global investment firm is seeking an Executive Assistant to support two senior professionals. They are looking for a professional and motivated individual to assist with day-to-day team support.Salary is commensurate with experience: $70-85k base range plus discretionary bonus, paid OT and a strong benefits package.The...

  • Director of Public Relations

    2 months ago

    Austin, United States WiseHR Group Full time

    DirectorAustin, TXFull-time/Direct Hire PositionJob LocationThis position is on-site.The CompanyWe have been engaged by a leading Austin-based strategic communications firm specializingin public relations, public affairs, issue management campaigns and stakeholder engagement.They are seeking an experienced, energetic and motivated team player to join their...

  • Director of Public Relations

    2 months ago

    austin, United States WiseHR Group Full time

    DirectorAustin, TXFull-time/Direct Hire PositionJob LocationThis position is on-site.The CompanyWe have been engaged by a leading Austin-based strategic communications firm specializingin public relations, public affairs, issue management campaigns and stakeholder engagement.They are seeking an experienced, energetic and motivated team player to join their...

  • Director of Public Relations

    7 days ago

    Austin, United States WiseHR Group Full time

    DirectorAustin, TXFull-time/Direct Hire PositionJob LocationThis position is on-site.The CompanyWe have been engaged by a leading Austin-based strategic communications firm specializingin public relations, public affairs, issue management campaigns and stakeholder engagement.They are seeking an experienced, energetic and motivated team player to join their...

  • Executive Assistant

    2 months ago

    austin, United States Zinda Law Group, PLLC Full time

    Zinda Law Group, a prestigious personal injury law firm is looking for an Executive Assistant to join our team.**This role is based in our Austin, TX office full-time**About Us: At Zinda Law Group, we're not just a law firm; we're a dynamic force driven by skill, compassion, and an unwavering commitment to making a real difference in people's lives. What...

  • Executive Assistant

    2 months ago

    austin, United States Zinda Law Group, PLLC Full time

    Zinda Law Group, a prestigious personal injury law firm is looking for an Executive Assistant to join our team.**This role is based in our Austin, TX office full-time**About Us: At Zinda Law Group, we're not just a law firm; we're a dynamic force driven by skill, compassion, and an unwavering commitment to making a real difference in people's lives. What...

  • Executive Assistant

    2 months ago

    Austin, United States Zinda Law Group, PLLC Full time

    Zinda Law Group, a prestigious personal injury law firm is looking for an Executive Assistant to join our team.**This role is based in our Austin, TX office full-time**About Us: At Zinda Law Group, we're not just a law firm; we're a dynamic force driven by skill, compassion, and an unwavering commitment to making a real difference in people's lives. What...

  • Executive Chef Assistant

    3 weeks ago

    Austin, Texas, United States Compass Group USA Full time

    We are seeking an experienced Executive Chef Assistant to join our team at Compass Group USA. As a key member of our culinary team, you will be responsible for assisting in the successful operation of our Culinary Department, supervising the preparation and cooking of various food items, and developing daily menu items and their preparation and garnishment....

  • Career Group | Executive Assistant | austin, tx

    2 months ago

    austin, United States Career Group Full time

    Executive Assistant – Austin, TXA global investment firm is seeking an Executive Assistant to support two senior professionals. They are looking for a professional and motivated individual to assist with day-to-day team support.Salary is commensurate with experience: $70-85k base range plus discretionary bonus, paid OT and a strong benefits package.The...

  • Executive Assistant

    2 months ago

    Austin, United States Career Group Full time

    Executive Assistant – Austin, TXA global investment firm is seeking an Executive Assistant to support two senior professionals. They are looking for a professional and motivated individual to assist with day-to-day team support.Salary is commensurate with experience: $70-85k base range plus discretionary bonus, paid OT and a strong benefits package.The...

  • Executive Assistant

    1 month ago

    Austin, United States Career Group Full time

    Executive Assistant – Austin, TXA global investment firm is seeking an Executive Assistant to support two senior professionals. They are looking for a professional and motivated individual to assist with day-to-day team support.Salary is commensurate with experience: $70-85k base range plus discretionary bonus, paid OT and a strong benefits package.The...

  • Executive Office Coordinator

    1 week ago

    Austin, Texas, United States Addison Group Full time

    Addison Group is a leader in the consulting industry, and we are seeking a highly skilled Executive Assistant to join our team in Austin, TX. This is a dynamic role that offers a chance to work closely with a high-performing leadership team and manage essential projects and operations.The Executive Assistant will provide administrative support to a senior...

  • Executive Assistant

    1 week ago

    Austin, United States Jobs for Humanity Full time

    Company Description Macmillan Learning is a privately-held, family owned company that improves lives through learning. By linking research to learning practice, we develop pioneering products and learning materials for students that are highly effective and drive improved outcomes. Our engaging content is developed in partnership with the world's best...

  • Executive Assistant

    2 months ago

    austin, United States CRH Full time

    Job ID: 503394 CRH is a leading global diversified building materials group, employing over 75,800 people at more than 3,160 locations in 29 countries. CRH is the leading building materials company in North America and the world. We manufacture and distribute a diverse range of superior building materials, products, and solutions, which are used extensively...

  • EXECUTIVE ADMIN ASSISTANT

    3 weeks ago

    Austin, United States Flik Hospitality Group Full time

    Job DescriptionJob Description Flik Hospitality Group We are hiring immediately for a full time EXECUTIVE ADMIN ASSISTANT position.Location: Austin-UT - 1900 University Avenue, Austin, TX 78705 Note: online applications accepted only.Schedule: Full time schedule. Monday - Friday, hours may vary. More details upon interview. Requirement: Previous...

  • Executive Assistant

    2 months ago

    Austin, United States CRH Full time

    Job ID: 503394 CRH is a leading global diversified building materials group, employing over 75,800 people at more than 3,160 locations in 29 countries. CRH is the leading building materials company in North America and the world. We manufacture and distribute a diverse range of superior building materials, products, and solutions, which are used extensively...

  • Executive Assistant

    2 months ago

    Austin, United States CRH Full time

    Job ID: 503394 CRH is a leading global diversified building materials group, employing over 75,800 people at more than 3,160 locations in 29 countries. CRH is the leading building materials company in North America and the world. We manufacture and distribute a diverse range of superior building materials, products, and solutions, which are used extensively...

  • Executive Assistant

    7 days ago

    Austin, United States Lorenz & Lorenz, PLLC Full time

    Company DescriptionLorenz & Lorenz, PLLC., is a personal injury law firm in Austin, TX, dedicated to assisting individuals and families through the personal injury legal process. With a focus on injury cases, our goal is to help those affected by careless and negligent acts. Since 2001, we have served tens of thousands of Texas accident victims, offering...

  • Executive Assistant

    6 days ago

    Austin, United States Lorenz & Lorenz, PLLC Full time

    Company DescriptionLorenz & Lorenz, PLLC., is a personal injury law firm in Austin, TX, dedicated to assisting individuals and families through the personal injury legal process. With a focus on injury cases, our goal is to help those affected by careless and negligent acts. Since 2001, we have served tens of thousands of Texas accident victims, offering...