Executive Assistant to Partner

CAZ Investments; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Generous PTO plan

Matching 401k plan

Excellent benefits portfolio

Job summary

A leading investment management firm in Houston is seeking an Executive Assistant to support the Partner in achieving maximum success. Responsibilities include managing the Partner's calendar, coordinating meetings, and handling travel arrangements. The ideal candidate will possess proven experience supporting C-suite executives, exceptional organizational skills, and proficiency in Microsoft Office and project management tools. A proactive mindset and attention to detail are essential for success in this fast-paced environment.

Qualifications

• Proven experience as an Executive Assistant supporting C-suite executives.
• Familiarity with project management tools like Asana and Salesforce.
• Exceptional attention to detail and strong organizational skills.

Responsibilities

• Manage the Partner's calendar and prioritize key tasks.
• Coordinate travel arrangements and meetings.
• Handle administrative tasks and expense reports.

Skills

Microsoft Outlook proficiency

Project management software

Organizational skills

Written communication skills

Team collaboration

Tools

Asana

Salesforce

MS Office Suite

Smartsheet

Job description

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

Executive Assistant

This position will be responsible for supporting the Partner to enable him to achieve maximum success for the firm.

Key Responsibilities

• Optimize the Partner’s time by managing his calendar and prioritizing key outcomes based on urgency and importance
• Administer project management tools like Asana and Salesforce to support his efficiency and collaboration with other members of the Team
• Coordinate meetings and schedules with internal and external parties (in-person or virtual), facilitating invites, providing necessary materials in advance, and handling follow-up actions
• Plan and coordinate travel arrangements, including airfare, hotels, transportation, meals, and related meetings
• Manage administrative tasks such as completing expense reports, managing receipts, and handling other necessary documentation

Success as an Executive Assistant will be measured by your

• Efficiently optimize the Partner’s time through effective calendar management
• Ability to coordinate complex travel and accurately handle administrative tasks like expense reports on time
• Proficiency with project management tools like Asana and Salesforce to enhance Team efficiency
• Meticulous attention to detail in organizing meetings and promptly managing action items

Requirements

• Proven experience as an Executive Assistant or Senior Administrative Assistant supporting C-suite executives
• Expert proficiency in Microsoft Outlook (calendar, email, contacts, task management) and the broader MS Office Suite (Word, Excel, PowerPoint)
• Experience with Asana, Smartsheet, Salesforce, or other project management software is strongly preferred
• Possess a proactive mindset with the ability to anticipate executive needs, act independently, and solve problems creatively
• Exceptional organizational and written communication skills and exacting attention to detail
• Constant focus on planning ahead and for the “what if” factor
• Team player with a strong work ethic
• Ability to work in a fast-paced environment under strict deadlines, and to learn quickly / adapt to the job

Compensation and Benefits

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio