Administrative Skills, Calendar Management, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Data Collection, Detail Oriented, Email Management/Administration, Establish Priorities, Executive Assistant Skills , Financial Planning, Healthcare, Investment Management, Investment Services, Organizational Skills, Performance Metrics, Private Wealth Management, Problem Solving Skills, Team Player, Time Management
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Find out more about the firm at oakwellpwm.com.
Salary and Benefits
- Base salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metrics
- Firm pays 75% of health care cost for employee
- 401(k) with company match
- 20 days of PTO and additional firm holidays
Responsibilities
- Provide support to our partner Lou Boumaza, CFP
- Manage calendar by protecting Lou's time and ensuring he is always in the right place
- Provide administrative support by notetaking, inputting info into our CRM, and communicating with other team members
- Manage email inbox with the goal of handling lower priority emails without oversight
- Assist with projects in an administrative and data-gathering capacity
- Delegate tasks to other team members as appropriate
Qualifications
- 2 years of experience in an Executive Assistant role
- Adept and skilled with technology and 3rd party software.
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
The Process
Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an equal opportunity employer.