Executive Assistant to Partner | Calendar, CRM & Projects

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 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.