Executive Assistant

Westlake Securities, the #1 middle-market investment bank in Texas by deal count, is seeking a highly organized, proactive, and discreet Executive Assistant to provide comprehensive support to our CEO. This is a crucial role requiring exceptional attention to detail, strong communication skills, and the ability to thrive in a fast-paced environment.Position Summary:The Executive Assistant to the CEO will be responsible for providing high-level administrative support, primarily to the CEO, while also offering assistance to others throughout the company, as needed. This role demands a professional individual who can anticipate needs, manage complex schedules, and maintain confidentiality. The ideal candidate will be a resourceful problem-solver with a proven track record of supporting senior executives.Responsibilities:· CEO Schedule Management: Manage and maintain the CEOs complex and dynamic calendar, including scheduling meetings, appointments, and conferences. Proactively anticipate and resolve scheduling conflicts.· Travel Coordination: Arrange comprehensive travel itineraries, including flights, accommodations, transportation, etc., ensuring seamless and efficient travel experiences.· Communication Management: Screen and prioritize incoming communications (phone calls, emails, and mail), responding or redirecting as appropriate. Draft and prepare correspondence, presentations, and reports.· Meeting Preparation: Prepare meeting agendas, gather background information, and create meeting materials. Record and distribute meeting minutes as required.· Expense Management: Process and reconcile expense reports, ensuring accuracy and adherence to company policies.· Confidentiality: Handle sensitive and confidential information with the utmost discretion and professionalism.· Project Support: Assist with special projects and initiatives as assigned by the CEO.· Company Support: Provide general administrative support to the company, including assisting with office management, event planning, and other tasks as needed.· Relationship Management: Build and maintain strong relationships with internal and external stakeholders.· Information Management: Organize and maintain electronic and physical filing systems, ensuring efficient retrieval of information.· Problem Solving: Anticipate and resolve administrative issues, proactively identifying and implementing solutions.Qualifications:· Minimum of 3+ years of experience as an Executive Assistant, preferably supporting C-level executives.· Proven ability to manage complex calendars and coordinate extensive travel arrangements.· Exceptional organizational and time management skills with the ability to prioritize and multitask effectively.· Excellent written and verbal communication skills. · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). · Strong attention to detail and accuracy.· Ability to work independently and as part of a team.· High level of discretion and confidentiality. · Proactive and resourceful with a strong problem-solving aptitude.· Professional demeanor and appearance.· Experience in the financial services industry is a plus.· Must be able to work in the Boerne, TX office, with the option for a hybrid work schedule.What We Offer:· An exciting role with a top-tier investment banking firm.· Being a part of a team of experienced professionals.· A collaborative and supportive work environment.· Competitive compensation and valuable experience in the financial industry.· An immersive experience where youll build your skills while simultaneously making a meaningful impact.· Full-time roleIf youre a passionate, driven individual ready to make a real difference on a dynamic team within a leading investment bank, we want to hear from you!

Created: 2025-03-02