Executive Assistant to CEO – Wealth Advisory (In Office)

Oak Harvest Insurance Services. LLC; Houston (TX); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid time off

Job summary

Oak Harvest Financial Group in Houston, TX is seeking an experienced Executive Assistant to partner with the CEO. This in-office role blends executive support, operations, and project coordination with hands-on use of AI and emerging technology.

You will manage the CEO's calendar and communications, prepare materials for meetings, and connect with staff, clients, and partners while safeguarding confidential information. A proven track record in senior support and financial services is preferred.

Qualifications

• 10+ years of progressively responsible experience in executive support, business operations, or business ownership, including at least 5 years directly supporting a CEO.
• Strong business judgment, initiative, and follow-through, with the ability to anticipate needs and manage competing priorities independently.
• Hands-on experience using AI platforms and automation tools in daily work, plus proficiency with Outlook, PowerPoint, Word, Excel, and task-management tools.
• Clear communication, proven discretion, and the composure to navigate changing priorities and respond constructively to direct feedback.
• Financial services, wealth management, or registered investment adviser (RIA) experience preferred; business ownership or operational leadership experience is a strong plus.

Responsibilities

• Own the CEO’s calendar, inbox, and scheduling; coordinate travel, itineraries, expenses, and reimbursements.
• Prepare agendas, briefings, presentations, and materials for meetings and speaking engagements.
• Connect the CEO with employees, clients, and professional partners; track decisions, deadlines, and action items to keep projects moving.
• Use AI and productivity tools to research, draft communications, organize information, and improve workflows while protecting confidential information.
• Handle sensitive business, employee, and personal information with discretion; support personal scheduling, projects, and occasional errands.

Skills

Executive support

Business operations

Project coordination

AI tools

Communication

Tools

Outlook

PowerPoint

Word

Excel

Task management

Job description

Oak Harvest Financial Group in Houston, TX is seeking an experienced Executive Assistant to partner with the CEO. This in-office role blends executive support, operations, and project coordination with hands-on use of AI and emerging technology.

You will manage the CEO's calendar and communications, prepare materials for meetings, and connect with staff, clients, and partners while safeguarding confidential information. A proven track record in senior support and financial services is preferred.