Strategic Executive Assistant to CIO

Silver Ventures LLC; San Antonio (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Silver Ventures, Inc. in San Antonio, TX seeks an Executive Assistant to support the Chief Investment Officer. You will manage calendars, coordinate travel, and prepare expense reports while handling sensitive financial and legal information with discretion.

Responsibilities include meeting preparation, board materials, and agenda creation. You will serve as the CIO’s communications liaison and coordinate with investment advisors and lenders as needed.

Qualifications

• Bachelor’s degree in Business Administration, Management, or related field.
• Minimum of 5 years of experience in an executive assistant or project management role.
• Strong organizational, time management, and multitasking skills.
• Excellent communication and interpersonal skills.
• Proficiency in project management software and tools.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Provide comprehensive administrative support to CIO, including scheduling meetings, managing calendars, coordinating travel arrangements, and preparing expense reports.
• Prepare, format, and quality-check correspondence, reports, presentations, and other documents.
• Prepares agendas and meeting plans, slide decks and necessary meeting information.
• Safeguard sensitive financial, investment and legal information at all times.
• Organize and coordinate meetings, including preparing agendas, taking minutes, and following up on action items.
• Assist with the preparation of materials for board meetings, Investment Committee meetings, and other executive sessions.
• Coordinate logistics and events for CIO and teams reporting to CIO (F&A and IT).
• Serve as the first point of contact for internal and external communications on behalf of the CIO, responding independently within agreed boundaries.
• Manage incoming and outgoing communications, including emails, phone calls, and mail.
• Coordinate with outside investment advisors, investment managers, bank representatives, lenders on the CIO’s behalf.
• Identify accountabilities and by-when dates/deadlines that support CIO’s commitments, both internally and externally.

Skills

Organizational skills

Time management

Multitasking

Communication skills

Interpersonal skills

Independent worker

Team player

Problem solving

Decision making

Adaptability

Education

Bachelor's degree in Business Administration, Management, or related field

Tools

Microsoft Office Suite

Job description

Silver Ventures, Inc. in San Antonio, TX seeks an Executive Assistant to support the Chief Investment Officer. You will manage calendars, coordinate travel, and prepare expense reports while handling sensitive financial and legal information with discretion.

Responsibilities include meeting preparation, board materials, and agenda creation. You will serve as the CIO’s communications liaison and coordinate with investment advisors and lenders as needed.