Executive Assistant to Leaders | CRM, Research & Strategy

Beacon Hill Staffing Group, LLC; Austin (TX); Remote; USD 65,000 - 95,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking an Expert Executive Assistant to support its two-person senior leadership team. The role focuses on high-level administrative support, meticulous calendar management, and precise CRM maintenance in a fast-paced environment.

The ideal candidate brings 5+ years of experience in financial services or asset management, strong MS Office and AI tool skills, and the ability to work independently while anticipating needs and maintaining discretion.

Qualifications

• 5+ years of administrative support experience, ideally supporting senior executives.
• Experience in alternative asset management, private credit or financial services.
• Highly organized with extreme attention to detail and ability to anticipate needs.

Responsibilities

• Provide high-level executive support to the two-person senior leadership team.
• Process meeting and call notes and enter them into the CRM accurately.
• Prepare briefing notes and background materials ahead of meetings and calls.
• Manage complex calendars and coordinate meetings across time zones.
• Review conferences and attendee lists to identify contacts and opportunities.
• Help track business development outreach, including target lists and follow-ups.
• Coordinate with outside marketing agency on projects and deliverables.
• Assist the research team as needed.
• Maintain the CRM and electronic filing systems.
• Handle sensitive and confidential information with discretion.

Skills

Executive support

CRM proficiency

Communication

Time management

Education

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

AI tools

Job description

Beacon Hill Staffing Group, LLC is seeking an Expert Executive Assistant to support its two-person senior leadership team. The role focuses on high-level administrative support, meticulous calendar management, and precise CRM maintenance in a fast-paced environment.

The ideal candidate brings 5+ years of experience in financial services or asset management, strong MS Office and AI tool skills, and the ability to work independently while anticipating needs and maintaining discretion.