Executive Assistant Houston, TX
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Executive Assistant to President
Firm: Oak Harvest Financial Group
Location: Houston TX (In-Office with Flexibility)
Overview:
Oak Harvest Financial Group is seeking a highly capable and proactive Executive Assistant to serve as the Presidents right hand. This unique dedicated role is essential to optimizing executive bandwidth supporting day-to-day operations and communications and driving high-impact initiatives including events speaking engagements and the continued growth of the GoGo Sisterhood. As the Executive Assistant youll work closely with the President to ensure the businesss most critical priorities are executed effectively and efficiently.
What youll do:
Executive & Strategic Support
- Own and actively manage the Presidents calendar schedule and time optimization
- Manage inboxes messages and communications prioritizing and responding on behalf of the President
- Screen and direct phone calls emails and correspondence with discretion and professionalism
- Ensure the President is fully prepared for all meetings presentations and speaking engagements
- Draft edit and organize presentations documents and internal communications
- Maintain strict confidentiality across all business and personal matters
Operations & Business Execution
- Coordinate complex travel arrangements itineraries and logistics
- Prepare PowerPoint presentations and briefing materials
- Maintain accurate CRM and contact databases
- Support expense reporting and reimbursements
- Assist with compliance-sensitive and industry-specific administrative tasks
- Lead and execute special projects requiring structure follow-through and cross-functional coordination
GoGo Sisterhood Events & Brand Support
- Assist with planning logistics and execution of GoGo Sisterhood events client events and speaking engagements
- Manage event calendars timelines vendor coordination and internal communication
- Support speaker preparation including materials run-of-show documents and follow-ups
- Assist with relationship management for speakers partners and referral relationships tied to the President
Personal & High-Touch Support
- Provide limited personal assistance to support the Presidents effectiveness and schedule
- Run occasional personal errands related to business needs
- Remain responsive outside normal business hours when required
What Were Looking For:
- Associates degree or equivalent experience
- 3 years experience supporting a senior executive in a fast-paced environment
- Advanced calendar management and scheduling expertise
- Proficiency in Microsoft Office Suite: Word Excel PowerPoint
- Excellent written and verbal communication skills
- Exceptionally organized with attention to detail
- Self-directed proactive able to anticipate needs
- High level of professionalism and emotional intelligence
- Discretion and proven ability to handle confidential information
Bonus Points:
- Experience in financial services or regulated industries
- Familiarity with Redtail CRM or similar tools
- Experience supporting events speakers or brand-driven initiatives
What Youll Get:
Pay & Perks:
- Salary range: $65000$85000 (depending on experience)
- Health insurance with employer contribution
- 401k with match
- PTO and sick leave
- Opportunity to grow and shape the role as Oak Harvests initiatives expand
Schedule:
- Full-time (approx. 45 hours/week)
- Flexibility required including some evenings or weekends
- In-office with flexibility based on schedule demands
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
IC
Key Skills
- Time Management
- Microsoft Office
- Organizational skills
- Microsoft Outlook
- Microsoft Word
- Personal Assistant Experience
- Microsoft Powerpoint
- Calendar Management
- Microsoft Excel
- Administrative Experience
- Microsoft Outlook Calendar
- Google Suite
