Executive Assistant (Family Office)

PEAK6•Austin, TX

10d•Onsite

About The Position

We are seeking a highly organized and detail-oriented Executive and Personal Assistant to provide comprehensive support to two Co-Founders & Managing Directors . This role will be responsible for high-level scheduling, meeting preparation, workflow organization, travel and communication coordination. The EA will report work closely with two other personal assistants and the Chief of Staff. This position requires a proactive problem-solver with exceptional communication skills, discretion, and a “no task too small” attitude . The ideal candidate thrives in a fluid work environment , balancing multiple priorities with efficiency and professionalism. This role is 5 days a week in office

Requirements

Supporting C-suite executives and/or UHNW individuals.
Minimum 3 years of experience
Proficiency in Google Suite, Slack, and CRM tools (willingness to learn and integrate AI tools).
Strong time management, prioritization, and organizational skills
Exceptional written and verbal communication
Ability to anticipate needs, solve problems proactively, and manage multiple priorities
High Emotional Intelligence (EQ) with the ability to stay calm under pressure
Detail-oriented with strong accuracy in tracking and follow-ups
Culturally aware—able to communicate effectively with diverse backgrounds and seniority levels.

Nice To Haves

Experience with expense reporting and budgeting is preferred
Knowledge of CRM systems and vendor management tools is preferred

Responsibilities

Calendar & Meeting Coordination
Manage complex business schedules for both principals, ensuring efficiency and prioritization.
Prepare and present a daily schedule and task list in a printed document, including pre-meeting preparation materials.
Draft initial prep materials for external meetings and events
Track and monitor external communication needs from one principal’s email inbox in coordination with the Chief of Staff.
Monitor and filter social media inboxes , escalating key items to the Chief of Staff.
Workflow & Task Management
Organize and maintain principals’ daily to-do lists , tracking action items from meetings.
Liaise with direct reports and internal stakeholders to ensure timely completion of follow-ups.
Maintain an up-to-date press and speaking engagement tracker and organize related materials.
Draft briefing documents for press interviews and speaking engagements .
Maintain and update business contact information in a forthcoming CRM system .
Manage vendor information and oversee procurement workflow for business and household related events and projects .
Travel & Event Coordination
Send a weekly overview of upcoming meetings, events, and travel itineraries .
Available for up to 25% travel
Maintain a travel tracker , coordinating with personal assistants and the Chief of Staff.
Participate in biweekly travel planning meetings to align travel logistics with key business events.
Coordinate with office facilities teams when principals will be present in any of the company’s three offices.
Assist in event planning for business-related functions (e.g., investor meetings, offsites), working with facilities and portfolio company teams.
Communication & Collaboration
Serve as a key liaison between the principals, internal teams, and external stakeholders.
Handle highly confidential information with discretion and professionalism.
Keep a real-time tracker of meetings and follow-ups accessible to the Chief of Staff, personal assistants, and principals.