Senior Executive Assistant to C-Suite | Calendar Maestro

Centric Advisors, LLC

Texas

Sur place

USD 50 000 - 70 000

Plein temps

14 jours+

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Résumé du poste

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.

Responsabilités

  • 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.

Connaissances

CRM platforms
Microsoft Office
Client service
Scheduling
Written communication
Time management
Travel coordination

Outils

Redtail
Wealthbox

Description du poste

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.

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