Diamond Client Group · 17 hours ago
Executive Assistant
The Woodlands, TX
Full-time
Onsite
Mid Level
$45K/yr - $65K/yr
3+ years expDiamond Client Group is seeking an Executive Assistant to the President, a high-impact role designed to protect the President’s time and decision-making capacity. The ideal candidate will act as a strategic gatekeeper and operational anchor, ensuring efficient management of communications and schedules while maintaining a service-oriented mindset.
AdviceAsset ManagementConsultingFinanceFinancial Services
Hiring Manager
Esmeralda Zuniga, MBA
Responsibilities
Serve as the primary gatekeeper for the President, filtering communications, requests, and decisions
Manage multiple inboxes and communication channels, prioritizing and summarizing information so only critical items reach the President
Draft, edit, and send professional correspondence on behalf of the President with clarity and polish
Confidently redirect or resolve issues without unnecessary escalation
Own and manage the President’s calendar to ensure efficient use of time
Clear agendas and expectations for all meetings
Coordinate scheduling across internal teams, advisors, clients, and external partners
Add travel time, logistics, and contextual notes to ensure smooth transitions
Prepare meeting agendas, materials, and supporting documents in advance
Coordinate with internal teams and external partners to gather required information
Capture meeting notes and action items as needed
Track follow‑ups and ensure tasks are completed using internal systems
Act as a central point of coordination across multiple business entities, departments, and external vendors
Communicate clearly and professionally with advisors, clients, IT partners, legal/tax professionals, and leadership
Resolve logistical and operational issues independently whenever possible
Provide on‑site administrative support for in‑person meetings and events hosted by the President
Assist with logistics, room setup, guest coordination, and basic technology needs (AV, Teams/Zoom)
Serve as the on‑site administrative point of contact during events
Maintain organized records, documents, and workflows
Identify inefficiencies and suggest process improvements
Support day‑to‑day operational needs with accuracy and reliability
Qualification
Required
3+ years of experience supporting a senior executive (CEO, President, Founder, or Partner)
Experience in financial services, insurance, investments, and/or financial planning
Familiarity with CRM systems, task‑management tools, or similar platforms
Demonstrated ability to manage complex calendars and high volumes of communication
Strong written and verbal communication skills with a professional, composed tone
Proven ability to make decisions independently with sound judgment
Exceptional organizational skills and attention to detail
High level of discretion and professionalism
Comfort working in a fast‑paced, high‑expectation environment
Preferred
Experience supporting executives who manage multiple businesses or entities
Prior experience acting as a gatekeeper for executive time and priorities
Experience supporting in‑person meetings or events, including logistics and coordination
Background in a client‑facing professional services environment
Company
Diamond Client Group
Preparing for that next step in life isn't always easy.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Luke Cheatham
President
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