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Chief Executive Assistant

2 months ago

Irving, Texas, United States Creating and Managing Wealth, LLC Full time

Position Title: Executive Personal Assistant

Status: Assistant to the Chief Executive Officer

Supervisor: Chief Experience Officer

Employment Type: Full Time, 8AM-5PM, Monday to Friday

Salary Range: $50,000 - $70,000 annually

REPORTING STRUCTURE: This role reports directly to the CEO, Christina Winters.

We are a *NEW*, innovative firm focused on wealth creation and management, looking for a committed Executive Personal Assistant to become part of our dynamic team. This position presents a unique opportunity to support the CEO in her new ventures, including brand development, book writing, presentation creation, and podcast production.


OUR CULTURE: Our workplace promotes flexibility and professionalism, providing a nurturing environment for both personal and professional advancement.


IDEAL CANDIDATE: The perfect candidate will demonstrate integrity, high energy, enthusiasm, and a strong commitment to excellence, along with a sense of urgency in all tasks.

DUTIES & RESPONSIBILITIES:

  • Understand and communicate the company's vision, mission, and objectives consistently.
  • Manage a busy calendar of appointments, including:
    • Professional engagements: clients, coaches, contractors, business travel, and dining.
    • Personal engagements: medical appointments, beauty treatments, fitness classes, and personal travel.
  • Ensure the CEO's schedule is prioritized and respected.
  • Keep the CEO informed of upcoming commitments and responsibilities.
  • Draft and prepare confidential correspondence.
  • Organize detailed travel arrangements, itineraries, and agendas; compile documents for travel-related meetings.
  • Exhibit leadership to maintain trust and support among staff.
  • Oversee various special projects for the CEO, some with tight deadlines.
  • Attend meetings as needed, documenting commitments and ensuring follow-through.
  • Prioritize competing needs and manage tasks efficiently.
  • Coordinate community engagements and represent the CEO in various organizations.


ADDITIONAL DUTIES:

  • Encourage a positive, successful, and values-driven workplace culture.

MINIMUM QUALIFICATIONS:

  • Demonstrated integrity, professionalism, and confidentiality.
  • Exceptional organizational skills with a keen attention to detail.
  • Expert written and verbal communication abilities.
  • Strong interpersonal skills to build relationships with clients.
  • Proactive problem-solving skills with sound decision-making capabilities.
  • Ability to manage confidential information discreetly and adapt to competing demands.
  • Proven track record of achieving high-performance goals in a fast-paced environment.
  • Forward-thinking mindset with a focus on unique opportunities and solutions.
  • Proficient in Microsoft Office Suite, Adobe Acrobat, and social media platforms.
  • Intermediate design skills for creating original materials and editing presentations.
  • Ability to work independently while maintaining high productivity levels.

ADDITIONAL REQUIREMENTS:

  • Willingness to complete skills assessments in Excel, design, and editing after the initial interview.
  • Availability for in-office work during business hours, with occasional flexibility for events.
  • Professional appearance required for meetings and events.
  • References or letters of referral are necessary.

EXPERIENCE:

  • Minimum of 3 years supporting C-Level Executives.
  • Experience with Microsoft Excel and PowerPoint for at least 1 year.

PHYSICAL REQUIREMENTS: Ability to operate computers and related equipment, sit or stand for extended periods, and lift up to 25 pounds as needed.

If you are a proactive individual with a keen eye for detail and a passion for supporting others, we encourage you to consider this exciting opportunity to join our team.

We look forward to welcoming you to our dynamic work environment.