Executive Assistant to the CEO | Financial Services Multi-Family Office (RIA Experience Preferred)
Socha Capital · Austin, TX, US
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About the Role
This is your chance to compress a decade of high-level financial services experience into a single role that will fast-track your career. You’ll work side-by-side with the CEO of a high-growth, multi-family office advisory firm serving visionary entrepreneurs, serial business builders, and executives. This is elite, high-stakes, and high-reward work.
Responsibilities
- Run the CEO’s schedule proactively with minimal input, weighing priorities and making decisions based on business needs.
- Advance all meetings, resolve conflicts, proactively schedule new meetings, and respond quickly to last-minute changes.
- Manage all scheduling requests and correspondence from internal and external parties, ensuring clarity and follow-through.
- Routinely visit our PO box, scan mail, and address items appropriately.
- Keep projects and tasks moving forward with 100% accuracy and follow-through.
- Maintain calm under pressure, anticipate needs, and catch details that others miss.
Requirements
- At least 2 years supporting founders or C-suite executives in high-performance teams, ideally in RIA, wealth management, investment banking, or family office environments.
- Advanced Excel skills, CRM proficiency, and comfort with AI and productivity tools.
- Confident communication with high-net-worth clients, executives, and internal teams.
- Able to make decisions independently and take ownership of outcomes.
- Ability to juggle multiple high-stakes projects flawlessly.
- Professional presence: Warm, articulate, and polished under pressure.
- Strong common sense, attention to detail, and a bias for action.
Skills
- Executive Decision-Making
- Calendar Management
- Communication
- Loop Closure
- Detail Orientation
- Composure
- Advanced Excel
- CRM Proficiency
- AI and Productivity Tools
- Project Management
Location
- Austin, TX
Work Type
- Hybrid
Experience Level
- 2+ years
Benefits
- Direct CEO Mentorship
- Network Expansion
- Competitive base salary
- Performance bonuses
- Growth opportunities
About the Company
- We are a forward-thinking, multi-family office advisory firm with an aggregate client value exceeding $5 Billion.
- Our clients demand precision, insight, and exceptional execution – and so do we.
- This is your chance to join a championship team where effort, accuracy, and impact are recognized and rewarded.
- This is elite work for elite performers.
- If you want a predictable 9-to-5, this isn’t for you.
- But if you want to learn, lead, and make a tangible impact while growing your career faster than anywhere else, you’ve found your role.