Advisor Talent Solutions · 1 day ago
Executive Assistant - Houston, TX
Houston, TX
Full-time
Onsite
Mid Level
$65K/yr - $85K/yr
3+ years expOak Harvest Financial Group is seeking a highly capable and proactive Executive Assistant to serve as the President’s right hand. This unique role is essential to optimizing executive bandwidth, supporting day-to-day operations, and driving high-impact initiatives.
AdviceConsultingStaffing Agency
Responsibilities
Own and actively manage the President’s calendar, schedule, and time optimization
Manage inboxes, messages, and communications, prioritizing and responding on behalf of the President
Screen and direct phone calls, emails, and correspondence with discretion and professionalism
Ensure the President is fully prepared for all meetings, presentations, and speaking engagements
Draft, edit, and organize presentations, documents, and internal communications
Maintain strict confidentiality across all business and personal matters
Coordinate complex travel arrangements, itineraries, and logistics
Prepare PowerPoint presentations and briefing materials
Maintain accurate CRM and contact databases
Support expense reporting and reimbursements
Assist with compliance-sensitive and industry-specific administrative tasks
Lead and execute special projects requiring structure, follow-through, and cross-functional coordination
Assist with planning, logistics, and execution of GoGo Sisterhood events, client events, and speaking engagements
Manage event calendars, timelines, vendor coordination, and internal communication
Support speaker preparation including materials, run-of-show documents, and follow-ups
Assist with relationship management for speakers, partners, and referral relationships tied to the President
Provide limited personal assistance to support the President’s effectiveness and schedule
Run occasional personal errands related to business needs
Remain responsive outside normal business hours when required
Qualification
Required
Associate's degree or equivalent experience
3+ years' experience supporting a senior executive in a fast-paced environment
Advanced calendar management and scheduling expertise
Proficiency in Microsoft Office Suite: Word, Excel, PowerPoint
Excellent written and verbal communication skills
Exceptionally organized with attention to detail
Self-directed, proactive, able to anticipate needs
High level of professionalism and emotional intelligence
Discretion and proven ability to handle confidential information
Preferred
Experience in financial services or regulated industries
Familiarity with Redtail CRM or similar tools
Experience supporting events, speakers, or brand-driven initiatives
Benefits
Health insurance with employer contribution
401k with match
PTO and sick leave
Opportunity to grow and shape the role as Oak Harvest’s initiatives expand
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase