Strategic Executive Assistant to a Fast-Growth CEO

Monique Helstrom; Austin (TX); Sur place; USD 86 000 - 96 000; Plein temps

Avantages offerts par ce poste

Home-office tech

Health insurance reimbursement

401(k)

Unlimited PTO

Continuing-education support

Travel reimbursement

Résumé du poste

Socha Capital is a fast-growing wealth strategies firm seeking an Executive Assistant to become the operational right hand for its CEO. You will learn the decision logic, manage Jeff Socha's calendar, and own inbox and meetings with high attention to detail.

The role expands to travel planning, personal logistics, and local Austin support as trust grows, using Microsoft 365, Zoom, SharePoint, and AI-enabled tooling to streamline the executive workflow.

Qualifications

• 5+ years of Executive Assistant experience, including CEO support.
• Financial services/wealth management exposure is a plus.
• Ability to manage calendars, inbox, and travel with minimal guidance.
• Excellent written and spoken communication with a proactive mindset.

Responsabilités

• Own Jeff Socha's calendar, balancing client, internal, and travel priorities.
• Triage inbox, draft responses, and surface urgent items for decision.
• Prepare for meetings with notes, context, and follow-up actions.
• Coordinate travel and local logistics, including events in Austin.
• Leverage AI and tech to automate repetitive tasks and improve workflows.

Connaissances

Calendar management

Executive communication

Inbox management

Travel coordination

Notes & briefing

Outils

Microsoft 365

Zoom

SharePoint

OneDrive

Calendly

Redtail

SCFiles

Description du poste

Socha Capital is a fast-growing wealth strategies firm seeking an Executive Assistant to become the operational right hand for its CEO. You will learn the decision logic, manage Jeff Socha's calendar, and own inbox and meetings with high attention to detail.

The role expands to travel planning, personal logistics, and local Austin support as trust grows, using Microsoft 365, Zoom, SharePoint, and AI-enabled tooling to streamline the executive workflow.