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About the Role

The Executive Assistant is an extension of the CEO's presence and voice, driving continuity and accountability across the business. This role exists to protect and multiply the CEO's time in a demanding, high-velocity environment, ensuring commitments are tracked and executed, board-ready materials land on schedule, and metrics and action items get the necessary follow-through. It's a highly autonomous seat that rewards judgment, initiative, and discretion.

Responsibilities

Manage the CEO's complex calendar across multiple time zones, including scheduling, conflict resolution, meeting preparation, and proactive coordination.
Coordinate all travel logistics from Austin, including flights, accommodations, ground transportation, itineraries, and real-time adjustments.
Plan and execute team events, client dinners, and other business events with seamless logistics.
Track, follow up on, and close meeting action items and commitments made by the CEO, driving accountability across departments.
Prepare and maintain board-level and executive materials, including board deck assembly, data gathering, and iteration with the CEO and Finance.
Coordinate board meeting logistics and correspondence with the executive team.
Investigate metrics, statistics, and data using Red Oak's core systems and provide supporting analysis.
Conduct financial analysis and compile data reports to support the CEO's strategic initiatives.
Operate and extend AI tools daily (Claude preferred) to automate recurring reporting, surface insights, flag trends, and accelerate data access.
Build and maintain lightweight AI-assisted workflows.
Represent the CEO's voice and authority in meetings when the CEO is unavailable, conveying decisions and follow-ups with discretion and clarity.
Provide personal administrative support to the CEO as needed, including personal scheduling, travel, and errands.

Requirements

3+ years supporting C-level executives, ideally in high-growth SaaS or private-equity-backed environments.
Financial and data literacy to produce accurate analyses and board-ready materials with minimal supervision.
Working fluency with CRM and operations systems (e.g., HubSpot, Salesforce, Monday, Gong) and the aptitude to learn financial systems quickly.
AI fluency in daily workflow: hands-on use of generative AI (Claude preferred) for drafting, analysis, and workflow automation.
Impeccable discretion and a track record of handling confidential, market-sensitive information.
Exceptional organization and written communication skills.
Comfortable representing the CEO to internal and external stakeholders.
Preferred: experience assembling board materials or supporting a founder/CEO through a high-growth phase.

Skills

Calendar management
Conflict resolution
Meeting preparation
Stakeholder coordination
Travel coordination
Event planning
Action item tracking
Commitment tracking
Accountability driving
Board material preparation
Data gathering
Financial analysis
Data reporting
AI tool operation
Workflow automation
Discretion
Written communication
Organizational skills

Location

Austin HQ

Work Type

Hybrid

Experience Level

3+ years supporting C-level executives

Benefits

Equity Appreciation Rights
Comprehensive health coverage: medical, dental, and vision
401(k) with 3% employer match
20 days PTO annually, plus birthday off and paid sick leave
Enhanced family leave
Life insurance

About the Company

Red Oak is the purpose-built compliance and distribution platform trusted by the biggest names in financial services.
More than half of the top 20 global asset managers are Red Oak clients — including BlackRock, Vanguard, PIMCO, and Morgan Stanley.
Over 15 years, Red Oak has grown into the sole-source integrated compliance platform in its space, scaling to roughly $45M in ARR at about 60% year-over-year growth.
The company has earned a spot on the Inc. 5000 seven years running and the RegTech100 six years in a row.