Executive Assistant

SFMG Wealth Advisors • Plano, TX

25d • Hybrid

About The Position

Excellent opportunity in a business professional environment within the financial services industry. We are seeking an exceptional Executive Assistant to support our Directors at a leading financial services firm. In this high-impact role, you will serve as a strategic right hand - driving operational excellence and ensuring seamless day-to-day execution. Your sound judgment, proactive mindset, and ability to anticipate needs will be instrumental in the success of our leadership team. The ideal candidate is a polished professional who thrives in fast-paced, high-stakes environments and takes pride in making things happen. You are detail-obsessed, communicative, and always thinking several steps ahead—anticipating needs rather than reacting to them. You require little oversight, handle sensitive information with the utmost discretion, manage competing priorities with ease, and represent leadership with confidence and poise. You are resourceful, solutions-oriented, highly adaptable to rapidly changing priorities, and ready to take full ownership of this pivotal role.

Requirements

• Bachelor’s Degree preferred, High School Diploma required.
• 3 years supporting executives in financial services, legal field, or similarly demanding, client-focused industries. Other professional experience will be considered.
• Strong background in Microsoft Office Suite (Word, Outlook, some PowerPoint) and familiar with CRM platforms.

Responsibilities

• Manage multiple calendars and schedules, coordinate meetings, and arrange high-level travel with precision and discretion. Anticipate conflicts and resolve them independently to ensure optimal efficiency.
• Ensure Directors are fully prepared for meetings and deadlines by maintaining organized systems, providing timely updates, and managing confidential documentation with integrity.
• Plan and execute meetings, including logistics, materials, and follow-up actions. Review meeting notes to identify and document actionable tasks in the CRM, ensuring accountability and timely completion.
• Serve as a trusted point of contact—screening, prioritizing, and responding to communications professionally. Maintain a high level of confidentiality and discretion in all interactions.
• Support special initiatives and ad hoc projects, ensuring deliverables are completed on time.
• Act as a liaison between Directors and clients, fostering strong professional relationships and ensuring an exceptional standard of service.
• Enter and maintain meeting notes, tasks, and follow-ups within the CRM to ensure consistent visibility and progress tracking.
• Coordinate comprehensive itineraries—flights, accommodations, and transportation—ensuring seamless and efficient travel experiences.
• Continuously assess and improve administrative workflows to enhance efficiency, accuracy, and executive bandwidth.

Benefits

• health insurance
• dental insurance fully paid by the employer for employee coverage
• 401k and match available

What This Job Offers

• Job Type: Full-time
• Career Level: Executive