Senior Executive Assistant at CI Financial | Austin, Texas, United States | Rezi

Senior Executive Assistant at CI Financial

Senior Executive Assistant

CI Financial · Austin, Texas, United States

2 days ago

Senior Executive Assistant

CI Financial · Austin, Texas, United States

2 days ago
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About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies. We are looking for talented and motivated individuals to join our team, offering a supportive environment for growth and valuing contributions.

Responsibilities

  • Provide high-level administrative and strategic support, acting as a trusted partner and extension of the executive office.
  • Manage complex, frequently shifting calendars across multiple time zones; coordinate global meetings, leadership reviews, and large-scale planning sessions.
  • Prepare briefing materials, agendas, talking points, and follow-up actions for internal and external meetings.
  • Monitor and triage incoming communications, ensuring timely and appropriate responses or delegation.
  • Serve as the central point of contact for the CTO & Head of Client Operations across global regions (Americas, EMEA, APAC).
  • Partner with international teams to align schedules, orchestrate leadership offsites, and facilitate cross-functional collaboration.
  • Manage global travel programs, including visas, itineraries, logistics, and expense reporting, ensuring alignment with corporate travel policies.
  • Drive executive-level initiatives and special projects on behalf of the CTO & Head of Client Operations, ensuring clear timelines, deliverables, and stakeholder alignment.
  • Support preparation of executive presentations, technology updates, and board-level materials.
  • Maintain confidentiality while handling sensitive information with professionalism and discretion.
  • Optimize workflows and systems to improve efficiency within the CTO’s office and Client Operations leadership support model.
  • Manage vendor and partner interactions, contracts, and operational logistics as needed.
  • Anticipate needs, identify gaps, and take proactive steps to increase the productivity and effectiveness of both executives.

Requirements

  • 7+ years of executive assistant experience supporting a C-suite or senior enterprise leaders.
  • Experience in a large, global, matrixed organization.
  • Mastery of calendar management, executive communications, and international coordination.
  • Strong written and verbal communication skills; executive presence and professionalism.
  • High proficiency with Microsoft 365 (Outlook, Teams, PowerPoint, OneNote, Excel).
  • Ability to handle confidential information with the highest level of integrity.
  • Ability to work onsite in Austin, TX with flexibility for extended hours across time zones.
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Skills

  • Calendar management
  • Executive communications
  • International coordination
  • Written communication
  • Verbal communication
  • Microsoft 365 (Outlook, Teams, PowerPoint, OneNote, Excel)
  • Handling confidential information
  • Project management
  • Relationship building
  • Comfort with emerging technologies
  • Digital collaboration tools

Location

  • Austin, TX

Work Type

  • Onsite (4 days per week)

Experience Level

  • 7+ years of executive assistant experience

Benefits

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer days

About the Company

  • Corient is one of the fastest-growing wealth management platforms in the United States.
  • We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets.
  • We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
  • Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
  • Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
  • Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Equal Opportunity

  • We are an equal opportunity employer.
  • All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.