Executive Assistant

Executive AssistantOakwell 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.Salary and BenefitsBase salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metricsFirm pays 75% of health care cost for employee401(k) with company match20 days of PTO and additional firm holidaysResponsibilitiesProvide support to our partner Lou Boumaza, CFPManage calendar by protecting Lou's time and ensuring he is always in the right placeProvide administrative support by notetaking, inputting info into our CRM, and communicating with other team membersManage email inbox with the goal of handling lower priority emails without oversightAssist with projects in an administrative and data-gathering capacityDelegate tasks to other team members as appropriateQualifications2 years of experience in an Executive Assistant roleAdept and skilled with technology and 3rd party software.Ability to prioritize tasks, problem-solve, and meet deadlinesOrganization skills & attention to detailAbility to learn and implement new technology and software quicklyAbility to communicate well and work in a collaborative environmentThe ProcessQualified 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.