Executive Assistant

Centric Advisors, LLC; Texas; On-site; USD 50,000 - 70,000; Full time

Job summary

Centric Advisors, LLC is seeking an experienced Executive Assistant to support senior leadership in a fast-paced, high-growth environment. The role requires discretion, strong judgment, and the ability to operate independently while handling both professional duties and select personal assistant tasks.

Ideal candidates have 5–10 years of experience supporting senior executives, preferably in financial services.

Qualifications

• 5-10 years of experience supporting senior executives in fast-paced environments.
• Experience in financial services, wealth management, or insurance preferred.
• Strong understanding of executive operations, client service models, and compliance-aware environments.
• Proven ability to manage complex schedules, confidential communications, and high-priority meetings.

Responsibilities

• Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically.
• Prepare meeting briefs, gather relevant context, and manage follow-ups and action items.
• Coordinate with internal teams and external partners to ensure smooth execution across initiatives.
• Provide personal assistant support as needed, including select personal scheduling and travel coordination.
• Salary range $50,000 - $70,000, depending on experience, with potential for growth over time.

Skills

CRM platforms

Microsoft Office

Client service

Scheduling

Written communication

Time management

Travel coordination

Tools

Redtail

Wealthbox

Job description

Job Description

Executive Assistant

At Centric, we’re looking for an experienced Executive Assistant to support senior leadership in a fast-paced, high-growth environment. This role requires strong judgment, discretion, and the ability to operate independently while managing both professional responsibilities and occasional personal assistant support to help maintain executive focus and momentum.

Background & Experience

• 5-10 years of experience supporting senior executives in fast-paced, high-growth environments
• (financial services, wealth management, or insurance preferred)
• Strong understanding of RIA operations, sales cycles, client service models, and compliance-aware environments
• Proven ability to manage complex schedules, confidential communications, and high-priority meetings

Skills

• Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel.
• Ability to develop and maintain executive-level tracking and reporting across all activity, meeting follow-ups, and referral partner relationships, including CPAs and attorneys.
• Strong writing skills - capable of drafting client communications, meeting summaries, and internal updates
• Advanced calendar management across time zones, with strong prioritization and time-protection skills

Responsibilities

• Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
• Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
• Coordinate with internal teams and external partners to ensure smooth execution across initiatives
• Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
• Salary range $50,000 - $70,000, depending on experience, with opportunity for growth over time.