Overview
Executive Assistant to the CEO Jobs in Rockwall, TX at Jobot
Title: Executive Assistant to the CEO
Company: Jobot
Location: Rockwall, TX
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Job details:
Boutique Financial Firm Looking for an Executive Assistant for the CEO
This Jobot Job is hosted by: Victoria Casal
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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 "Easy Apply" button.
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and Jobot?
Click our Jobot logo and follow our LinkedIn page!n
