Executive Assistant to Partners – Growth-Driven Wealth Firm

The Fox Alliance; Austin (TX); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Equity grant after 12 months

Competitive salary

Job summary

The Fox Alliance in Austin, TX is seeking an experienced Executive Assistant to support two Managing Partners as a trusted gatekeeper and right hand, managing schedules, important communications, and coordinating with prospective selling advisors to keep the firm running efficiently. The ideal candidate is highly organized, proactive, and able to thrive in a fast-paced environment.

A Bachelor’s degree and proficiency with MS Office, Salesforce, and Asana are required.

Qualifications

• 3+ years of executive assistant or senior administrative support.
• Bachelor’s degree or equivalent experience.
• Proficient with Microsoft Office, Salesforce, and Asana.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Manage complex calendars for Partners (95% business / 5% personal).
• Serve as first point of contact for communications for Partners.
• Prioritize and resolve scheduling conflicts with sound judgment.
• Prepare client meeting materials, presentations, and follow-ups.
• Draft, edit, and proofread correspondence, reports, and presentations.
• Occasional after-hours support.
• Support compliance documentation and recordkeeping.
• Assist with client appreciation events, board meetings, and internal strategy sessions.
• Plan, coordinate, and lead special projects.
• Collaborate with Operations Director to ensure alignment across the organization.

Skills

Executive support

Organization

Communication

Confidentiality

Education

Bachelor's degree or equivalent

Tools

MS Office

Salesforce

Asana

Job description

The Fox Alliance in Austin, TX is seeking an experienced Executive Assistant to support two Managing Partners as a trusted gatekeeper and right hand, managing schedules, important communications, and coordinating with prospective selling advisors to keep the firm running efficiently. The ideal candidate is highly organized, proactive, and able to thrive in a fast-paced environment.

A Bachelor’s degree and proficiency with MS Office, Salesforce, and Asana are required.