Executive Assistant to the CEO
Jobot
Rockwall, TX
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JOB DETAILS
SALARY
$80,000–$120,000 Per Year
LOCATION
Rockwall, TX
POSTED
4 days ago
This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us:
Boutique Financial Firm
Why join us?
Supportive, family-like team environment
Competitive salary, benefits, and 25+ paid days off
Flexible Fridays, casual dress code, and regular team events
Job Details
Key Responsibilities:
Provide high-level administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.
Prepare and organize correspondence, reports, presentations, and confidential documents for the CEO.
Serve as a liaison between the CEO and internal/external stakeholders, ensuring timely communication and follow-up.
Assist with client onboarding, meeting preparation, and follow-up tasks to support the CEO’s client relationships.
Coordinate special projects, events, and team activities as directed by the CEO.
Maintain and update records, files, and databases with accuracy and confidentiality.
Handle sensitive information with discretion and professionalism.
Support the CEO in managing priorities, deadlines, and workflow to ensure efficient operations.
Qualifications:
Bachelor’s degree preferred; relevant experience in financial services or executive support required.
3+ years of experience as an executive assistant, preferably in a financial or professional services environment.
Exceptional organizational, time management, and multitasking skills.
Bookkeeping and payroll experience
Strong written and verbal communication abilities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with CRM or financial planning software a plus.
Ability to work independently, exercise sound judgment, and maintain confidentiality.
Positive attitude, proactive approach, and commitment to supporting a collaborative team culture.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com