Executive Assistant-Investment Firm jobs in United States
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Burnett Specialists Staffing | Recruiting · 1 week ago

Executive Assistant-Investment Firm

Burnett Specialists Staffing is an investment firm in downtown Austin seeking an Executive Assistant to support multiple executives. The role involves managing calendars, coordinating travel arrangements, and preparing presentation materials while ensuring smooth communication across the executive office.

EmploymentRecruitingStaffing Agency
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Growth Opportunities

Responsibilities

Manage and maintain calendars, including meetings, appointments, and travel arrangements
Monitor and triage inboxes, highlighting urgent communications and ensuring timely follow-up
Prepare and finalize presentation materials, reports, and briefing documents, often under tight deadlines
Organize and distribute weekly executive schedules, reference materials, and executive summaries
Collaborate with internal teams to prepare for meetings and coordinate materials for executive reviews
Maintain and update organizational calendars of major events, milestones, and key meetings
Facilitate communication and coordination across the executive office, including routing calls and inquiries
Transcribe notes, meeting summaries, and observations as needed
Plan and provide on-site support for events, meetings, and executive travel, including corporate gatherings, leadership meetings, and offsite events
Research, coordinate, and manage travel arrangements, ensuring accuracy, efficiency, and confidentiality
Prepare and reconcile expense reports, maintaining discretion with financial information
Maintain organized filing systems, both electronic and physical, ensuring confidentiality of sensitive materials
Provide backup support to other executive administrative staff and foster strong relationships across offices to enable smooth collaboration

Qualification

Executive Assistant experienceMicrosoft Office SuiteFinancial services experienceOrganizational skillsCommunication skills

Required

5+ years of Executive Assistant experience, preferably within a financial services company or law firm
Advanced proficiency in Microsoft Office Suite (PowerPoint, Outlook, Excel, Word)

Benefits

Hybrid work policy
100% employer paid insurance for employee and partial employer paid insurance for dependents
8% employer contribution to retirement plan
Annual bonuses
Tuition reimbursement
Much more

Company

Burnett Specialists Staffing | Recruiting

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We are Texas’ largest employee-owned staffing & placement agency set apart by our award-winning and innovative services, outstanding staff tenure, multiple skill specializations, and diversity vendor status.

Funding

Current Stage
Growth Stage

Leadership Team

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Sue Burnett
President and Founder
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Company data provided by crunchbase