Executive Assistant

Family run and operated boutique investment firm is looking for an experienced Executive Assistant to join the team on a permanent basis, based just north of Houston, TX. This role is in-office 5 days a week , and will travel 25% of the first 6-months so the successful candidate can be introduced to senior level external stakeholders. After the initial period there will be no travel requirements. Main responsibilities: Manage and maintain executives' schedules, appointments, and travel arrangements. Act as the primary point of contact between the executives and internal/external clients. Prepare and edit correspondence, communications, presentations, and other documents. Organize and attend meetings, ensuring that agendas are prepared, and minutes are taken and distributed. Conduct research on behalf of executives for various projects and initiatives. Assist with budget preparation and expense reports for executive leadership. Assist with or lead special projects as assigned, ensuring timelines and objectives are met. Skills and Qualifications: Bachelor's degree in Business Administration or related field. Minimum of 5 years of experience supporting C-Level Executives in a financial or professional services environment. Highly proficient in Microsoft Office Suite (Word, Excel, PowerPoint) This is the perfect position for an ambitious and switched on EA who has long term plans to transition into a Chief of Staff and you will play a pivotal role in the management of day-to-day administrative tasks while also supporting with research and project-based work. The successful candidate will have high levels of attention to detail and understands the importance of discretion as you will be handling sensitive information regularly. You will have strong organizational skills and the ability to multitask and prioritize tasks effectively. Benefits: Competitive salary, bonus structure, and 401K with company match. Comprehensive health and dental benefits Paid Time Off