Executive Assistant

Ameriprise Financial•McKinney, TX

9d•Onsite

About The Position

Calander Wealth is seeking a highly experienced Executive Assistant to serve as a strategic partner to the Owner/CEO. This position is designed for a high-level operator who thrives in a fast-paced, growth-oriented environment and takes ownership of both business and personal execution. This is an ideal opportunity for someone who operates with a high degree of autonomy, anticipates needs before they arise, and brings structure, organization, and follow-through to a dynamic and evolving business. Calander Wealth is a growing, financial wealth firm led by a driven, high-performing CEO. The environment is fast-paced and requires a high level of adaptability, ownership, and execution. The culture is: High-accountability and results-driven, Fast-moving and growth-oriented, Built on trust, discretion, and strong communication. This role is best suited for someone who enjoys being deeply embedded in both the professional and personal operations of a leader and takes pride in creating efficiency and clarity.

Requirements

10+ years of Executive Assistant experience supporting senior leadership
Proven ability to operate independently and anticipate needs without direction
Experience managing both business and personal responsibilities for an executive
High level of discretion, professionalism, and judgment
Exceptional organizational and project management skills
Strong communication skills with attention to detail
Proactive, solutions-oriented mindset
Ability to manage multiple priorities without losing momentum
Technically proficient (Microsoft Office and adaptable to new systems)

Responsibilities

Act as a strategic partner to the CEO, managing priorities across business initiatives
Prepare materials, reports, and communications for meetings and key projects
Track ongoing initiatives and ensure timely follow-through across multiple workstreams
Coordinate with internal team members to drive alignment and execution
Own complex calendar management, scheduling, and coordination across business and personal commitments
Serve as a gatekeeper for the CEO’s time, ensuring alignment with top priorities
Anticipate scheduling conflicts and proactively adjust as needed
Oversee household logistics including bill pay, appointments, and personal scheduling
Coordinate personal commitments with the same level of organization and attention as business priorities
Ensure seamless integration between personal and professional responsibilities
Identify gaps, inefficiencies, and outstanding tasks—then take action without prompting
Bring structure to ambiguous situations and create clear next steps
Operate with a high level of ownership and accountability in all areas