Full Time or Part Time Option to Commence June 2025

Executive Assistant Job Description
Crestmont Private Wealth, Boerne, TX

Position Overview

The Executive Assistant at Crestmont Private Wealth will provide high-level administrative support to the CEO, ensuring efficient operations and communications within the firm. This role requires a proactive, organized, and detail-oriented professional capable of handling various tasks and responsibilities with discretion and professionalism.

Key Responsibilities

• Calendar Management: Coordinate and manage the CEO's schedule, including appointments, meetings, and travel arrangements.
• Communication: Serve as the primary point of contact for internal and external communications on behalf of the CEO, including answering calls, responding to emails, and handling correspondence.
• Meeting Coordination: Organize and prepare for meetings, including creating agendas, taking minutes, and following up on action items.
• Document Preparation: Draft, review, and edit reports, presentations, and other documents as needed.
• Project Management: Assist in the planning and execution of special projects and initiatives.
• Office Management: Ensure smooth operation of the office, including managing supplies, coordinating with vendors, and maintaining office equipment.
• Confidentiality: Handle sensitive information with discretion and confidentiality.

Qualifications

• Education: Bachelor's degree or equivalent experience required.
• Experience: Minimum of 5 years of experience as an Executive Assistant or in a similar administrative role. Experience in the financial services industry is a plus.
• Skills:
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Ability to work independently and collaboratively in a fast-paced environment.
• High level of professionalism and discretion.

Benefits

• Competitive salary commensurate with experience.
• Health, dental, and vision insurance.
• Retirement savings plan.
• Paid time off and holidays.
• Professional development opportunities.

Application Process

Interested candidates should submit their resume, cover letter, and references to sam@crestmontpw.com. Crestmont Private Wealth is an equal opportunity employer and encourages applications from all qualified individuals.

About Crestmont Private Wealth

Crestmont Private Wealth is a leading financial services firm based in Boerne, TX, dedicated to providing personalized wealth management solutions to our clients. Our team of experienced professionals is committed to delivering exceptional service and achieving financial success for our clients.