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Executive Assistant to CEO

Burnett Specialists

Austin, TX

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JOB DETAILS
SKILLS
Business Continuity Planning (BCP), Communication Skills, Conferences, Cross-Functional, Establish Priorities, Executive Assistant Skills , Executive Relationships, Expense Reports, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, On Site Support, Organizational Skills, Performance Analysis, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Reconciliation, Telephone Skills, Time Management, Travel Planning, Willing to Travel
LOCATION
Austin, TX
POSTED
1 day ago
Premier institutional investment organization is seeking an experienced Executive Assistant to support the CEO in a fast-paced, highly confidential environment.  Firm offers exceptional benefits: 100% employer paid Medical, Dental, and Vision plans, generous 8.5% employer retirement contribution, paid park, gym, 1 remote day per week plus 6 additional weeks throughout the year.  

Responsibilities
  • Manage and coordinate the CEO's complex calendar, including meetings, appointments, travel, and executive priorities.
  • Prepare and distribute the CEO's weekly schedule, ensuring all meeting materials and supporting documents are organized and readily available.
  • Maintain the organization's annual executive calendar, tracking key meetings, events, deadlines, and strategic milestones.
  • Compile and coordinate the CEO's weekend briefing book and other executive reference materials.
  • Screen and route incoming calls, correspondence, inquiries, and speaking requests to the appropriate internal stakeholders.
  • Draft, transcribe, and format executive notes, investment observations, meeting summaries, and correspondence.
  • Anticipate executive needs by proactively identifying priorities, resolving issues, and ensuring timely follow-up.
  • Build strong working relationships with executive assistants and senior leaders to facilitate seamless communication and cross-functional coordination.
  • Provide on-site executive support during meetings, events, and business travel.
  • Plan and coordinate company-wide events, including monthly All Hands meetings, the annual Town Hall, and the CEO's holiday dinner.
  • Support Leadership Team meetings, Senior Management Offsites, Semi-Annual Reviews, Quarterly Business Reviews, and recurring executive one-on-one meetings.
  • Research, coordinate, and book domestic and international travel, including flights, hotels, ground transportation, and detailed itineraries.
  • Prepare travel authorizations and reconcile executive expense reports accurately and in a timely manner.
  • Handle sensitive travel arrangements and executive preferences with the highest level of discretion and confidentiality.
  • Prepare, print, and distribute monthly performance reports and other executive management reports.
  • Maintain organized electronic and physical filing systems for the CEO's Office and executive records.
  • Provide backup support for executive administrative staff to ensure continuity of operations.
  • Handle confidential correspondence, personnel information, board materials, and other sensitive documents with professionalism and discretion.

Requirements


  • Minimum of five years of executive-level administrative support, ideally within financial services, investments, or a professional corporate environment
  • Demonstrated experience planning and executing meetings, conferences, or corporate events
  • Advanced proficiency in Microsoft Office Suite (PowerPoint, Outlook, Excel, Word)
AUSDH40

About the Company

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Burnett Specialists

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