Centric Wealth · 17 hours ago
Executive Assistant
Cypress, TX
Full-time
Onsite
Mid, Senior Level
$50K/yr - $65K/yr
5+ years expCentric Wealth is seeking an experienced Executive Assistant to support senior leadership in a fast-paced, high-growth environment. This role requires strong judgment and discretion while managing professional responsibilities and occasional personal assistant tasks to help maintain executive focus.
AdviceAsset ManagementFinancial ServicesRetirementRisk Management
Hiring Manager
Michelle Pribadi
Responsibilities
Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
Coordinate with internal teams and external partners to ensure smooth execution across initiatives
Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
Qualification
Required
5–10 years of experience supporting senior executives in fast-paced, high-growth environments
Strong understanding of RIA operations, sales cycles, client service models, and compliance-aware environments
Proven ability to manage complex schedules, confidential communications, and high-priority meetings
Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel
Ability to develop and maintain executive-level tracking and reporting across all activity, meeting follow-ups, and referral partner relationships, including CPAs and attorneys
Strong writing skills — capable of drafting client communications, meeting summaries, and internal updates
Advanced calendar management across time zones, with strong prioritization and time-protection skills
Preferred
(financial services, wealth management, or insurance preferred)
Company
Centric Wealth
As a fully independent wealth management firm, our mission is to help simplify your financial life through comprehensive strategies that help create, grow and protect your wealth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Zac Majors
Chief Executive Officer & Senior Wealth Advisor
Oscar R. Mondragon
President of Wealth Management and Senior Wealth Advisor
Company data provided by crunchbase