Executive Assistant to the CEO | Financial Services Multi-Family Office (RIA Experience Preferred)

Socha Capital•Austin, TX

9d•Hybrid

About The Position

This is an Executive Assistant role within a high-growth, multi-family office advisory firm serving visionary entrepreneurs, serial business builders, and executives. The role involves working closely with the CEO, managing schedules, anticipating needs, and ensuring tasks are completed with accuracy and follow-through. The firm manages over $5 Billion in aggregate client value and emphasizes precision, insight, and exceptional execution. This is described as elite, high-stakes, and high-reward work for high performers who want to learn, lead, and make a tangible impact.

Requirements

At least 2 years supporting founders or C-suite executives in high-performance teams.
Ideally in RIA, wealth management, investment banking, or family office environments.
Advanced Excel skills.
CRM proficiency.
Comfort with AI and productivity tools.
Confident communication with high-net-worth clients, executives, and internal teams.
Ability to make decisions independently and take ownership of outcomes.
Ability to juggle multiple high-stakes projects flawlessly.
Professional presence: Warm, articulate, and polished under pressure.
Strong common sense, attention to detail, and a bias for action.

Nice To Haves

Financial Services Multi-Family Office (RIA Experience Preferred)

Responsibilities

Run the CEO’s schedule proactively with minimal input, weighing priorities and making decisions based on business needs.
Advance all meetings, resolve conflicts, proactively schedule new meetings, and respond quickly to last-minute changes.
Manage all scheduling requests and correspondence from internal and external parties, ensuring clarity and follow-through.
Routinely visit the PO box, scan mail, and address items appropriately.
Keep projects and tasks moving forward with 100% accuracy and follow-through.
Maintain calm under pressure, anticipate needs, and catch details that others miss.
Execute a series of confirmation communications (phone calls, voicemails, voice memos, text messages, and emails) to ensure executive attendance at meetings.
Provide the ROI on your desk, memorializing feedback by creating SOPs and Best Practices in one live, on-demand location.