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SFMG Wealth Advisors · 14 hours ago

Executive Assistant

Plano, TX

Full-time

Onsite

Mid Level

3+ years exp

SFMG Wealth Advisors is a leading financial services firm seeking an exceptional Executive Assistant to support their Directors. In this high-impact role, you will drive operational excellence and ensure seamless day-to-day execution while managing multiple calendars, coordinating meetings, and maintaining organized systems for the leadership team.

FinanceFinancial ServicesWealth Management

Responsibilities

Manage multiple calendars and schedules, coordinate meetings, and arrange high-level travel with precision and discretion. Anticipate conflicts and resolve them independently to ensure optimal efficiency

Ensure Directors are fully prepared for meetings and deadlines by maintaining organized systems, providing timely updates, and managing confidential documentation with integrity

Plan and execute meetings, including logistics, materials, and follow-up actions. Review meeting notes to identify and document actionable tasks in the CRM, ensuring accountability and timely completion

Serve as a trusted point of contact—screening, prioritizing, and responding to communications professionally. Maintain a high level of confidentiality and discretion in all interactions

Support special initiatives and ad hoc projects, ensuring deliverables are completed on time

Act as a liaison between Directors and clients, fostering strong professional relationships and ensuring an exceptional standard of service

Enter and maintain meeting notes, tasks, and follow-ups within the CRM to ensure consistent visibility and progress tracking

Coordinate comprehensive itineraries: flights, accommodations, and transportation, ensuring seamless and efficient travel experiences

Continuously assess and improve administrative workflows to enhance efficiency, accuracy, and executive bandwidth

Qualification

Microsoft Office SuiteCRM platformsExecutive supportCalendar managementDiscretionCommunicationTime managementProblem solvingInterpersonal skillsAdaptability