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

Socha Capital • Austin, TX

7h • Hybrid

About The Position

This Is Not Your Average Executive Assistant Role. This is your chance to
compress a decade of high-level financial services experience into a single role
that will fast-track your career. You’ll work side-by-side with the CEO of a
high-growth, multi-family office advisory firm serving visionary entrepreneurs,
serial business builders, and executives. This is elite, high-stakes, and
high-reward work.

About Socha Capital

We are a forward-thinking, multi-family office advisory firm with an aggregate
client value exceeding $5 Billion. Our clients demand precision, insight, and
exceptional execution – and so do we. This is your chance to join a championship
team where effort, accuracy, and impact are recognized and rewarded.

Requirements

• Proven Experience: 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.
• Technical Savvy: Advanced Excel skills, CRM proficiency, and comfort with AI and productivity tools.
• Leadership & Judgment: Confident communication with high-net-worth clients, executives, and internal teams. Able to make decisions independently and take ownership of outcomes.
• Project Management Genius: 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

• RIA Experience Preferred

Responsibilities

• Executive Decision-Maker: Run the CEO’s schedule proactively with minimal input, weighing priorities and making decisions based on business needs.
• Calendar Management: Advance all meetings, resolve conflicts, proactively schedule new meetings, and respond quickly to last-minute changes.
• Communication: Manage all scheduling requests and correspondence from internal and external parties, ensuring clarity and follow-through.
• Local Austin Presence: Routinely visit our PO box, scan mail, and address items appropriately.
• Loop Closure: Keep projects and tasks moving forward with 100% accuracy and follow-through.
• Detail & Composure: Maintain calm under pressure, anticipate needs, and catch details that others miss.

Benefits

• Direct CEO Mentorship: Learn firsthand the strategies, operations, and decision-making of a high-performing founder.
• Network Expansion: Build a professional network of centimillionaires and influential entrepreneurs.
• High-Earning Potential: Competitive base salary, performance bonuses, and growth opportunities – your efforts are directly rewarded.
• Career Fast-Track: Develop skills that will make you semi bulletproof in finance, operations, and executive leadership within five years.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed