Executive Assistant

RIA Recruiting; Austin (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Base salary $60K-75K

Quarterly bonus plan

75% health care cost coverage

401(k) with company match

20 days of PTO

Job summary

Oakwell Private Wealth Management in Austin, TX is seeking an Executive Assistant to support partner Lou Boumaza, CFP. Responsibilities include managing Lou's calendar, providing administrative support, and delegating tasks as appropriate.

The ideal candidate will have at least 2 years of experience as an Executive Assistant and be adept with technology. Competitive salary and benefits include a base salary of $60K-75K, health care coverage, a 401(k) plan, and generous PTO.

Qualifications

• 2 years of experience in an Executive Assistant role.
• Adept with technology and third-party software.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Provide support to partner Lou Boumaza.
• Manage calendar and protect Lou's time.
• Assist with projects and data-gathering tasks.

Skills

Technology adeptness

Task prioritization

Problem-solving

Organization skills

Attention to detail

Collaborative communication

Job description

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Find out more about the firm at oakwellpwm.com.

Salary and Benefits

• Base salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metrics
• Firm pays 75% of health care cost for employee
• 401(k) with company match
• 20 days of PTO and additional firm holidays

Responsibilities

• Provide support to our partner Lou Boumaza, CFP
• Manage calendar by protecting Lou's time and ensuring he is always in the right place
• Provide administrative support by notetaking, inputting info into our CRM, and communicating with other team members
• Manage email inbox with the goal of handling lower priority emails without oversight
• Assist with projects in an administrative and data-gathering capacity
• Delegate tasks to other team members as appropriate

Qualifications

• 2 years of experience in an Executive Assistant role
• Adept and skilled with technology and 3rd party software.
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an equal opportunity employer.