Executive Assistant

Job Description

Job Description

Executive Assistant to the CEO

Lifetime Companies

Rockwall, TX (DFW) | Full-Time | On-Site | Exempt

Reports To: CEO

Compensation: Competitive Salary + Performance Bonus

Help Build Something Bigger Than an Executive Office

Lifetime Companies is seeking an experienced Executive Assistant to become the trusted operational partner to our CEO while supporting the continued growth of our integrated Wealth Management, Tax, and Insurance businesses.

This is far more than a traditional administrative role.

You'll serve as an extension of the CEO—helping drive organization, improve operations, oversee key financial and administrative functions, and create the structure that allows our leadership team to focus on serving clients and growing the business. If you're someone who anticipates needs, thrives in a fast-paced environment, and enjoys taking ownership without waiting to be asked, this is an opportunity to make a meaningful impact across an entire organization.

About Lifetime Companies

Lifetime Companies is a family of professional services businesses dedicated to helping clients build, protect, and preserve their financial future. Through Lifetime Wealth Management, Lifetime Tax Advisors, and Lifetime Insurance Services, we provide comprehensive planning and trusted advice centered on long-term relationships and exceptional client service.

Our team believes great businesses are built by great people. We value collaboration, accountability, continuous improvement, and a genuine passion for helping others succeed. If you're looking for an organization where your contributions are recognized and your impact is visible, you'll find that opportunity here.

What You'll Do

• Manage the CEO's complex calendar, meetings, travel, and executive priorities.
• Protect executive time by anticipating needs, coordinating schedules, and ensuring seamless daily operations.
• Prepare executive correspondence, presentations, reports, and meeting materials.
• Maintain accurate bookkeeping across multiple entities using QuickBooks.
• Process payroll, manage accounts payable and receivable, and reconcile bank accounts.
• Assist with month-end close and prepare cash flow reporting for leadership.
• Coordinate administrative operations across Wealth Management, Tax, and Insurance divisions.
• Manage Microsoft 365 tools including Outlook, Teams, SharePoint, and document organization.
• Serve as a trusted liaison between the CEO, leadership team, vendors, and business partners.
• Identify opportunities to improve processes, increase efficiency, and support continued company growth.

What We're Looking ForRequired Qualifications

• 5+ years of experience supporting a CEO or other C-level executive.
• Strong experience managing complex executive calendars, travel, and confidential communications.
• Hands-on QuickBooks experience including bookkeeping, reconciliations, payroll, and general accounting support.
• Experience with accounts payable, accounts receivable, and month-end financial processes.
• Advanced proficiency with Microsoft 365 including Outlook, Excel, Word, Teams, and SharePoint.
• Exceptional organizational, communication, and problem-solving skills.
• Professional judgment with the ability to handle highly confidential information.
• Self-starter who thrives with ownership and minimal supervision.

Preferred Qualifications

• Bachelor's degree.
• Experience supporting executives within financial services, wealth management, tax, insurance, legal, or other professional services environments.
• Experience supporting multiple business entities or operating companies.
• Experience working in entrepreneurial or high-growth organizations.
• Familiarity with the Entrepreneurial Operating System (EOS).

Why Join Lifetime Companies?

• Partner directly with the CEO and play a meaningful role in the continued growth of a thriving multi-company organization.
• Join a collaborative team that values initiative, ownership, accountability, and long-term relationships.
• Gain exposure to executive leadership, finance, operations, and strategic decision-making across Wealth Management, Tax, and Insurance.
• Opportunity to grow alongside the organization as new initiatives and leadership responsibilities emerge.
• Entrepreneurial culture built on the Entrepreneurial Operating System (EOS), emphasizing accountability, transparency, and continuous improvement.
• Work alongside professionals who are passionate about serving clients and building something meaningful together.

Compensation & Benefits

• Competitive salary
• Performance bonus opportunity
• Health, Dental & Vision Insurance
• 401(k) with company match
• Paid Time Off and Company Holidays
• Collaborative, family-oriented culture
• Long-term career growth opportunities

Our Core Values

Everything we do is guided by our core values:

• Loyal – Relationships first.
• Attitude – Enthusiastic. Caring. Go-getter.
• Results Oriented – Committed. Goal focused. Service driven.
• Authentic – Genuine. Trusted. Professional.
• Strategic – Big-picture thinker. Adaptable.
• Loves to Be an Advisor – Passionate about helping others.
• Seeks to Improve the Status Quo – Committed to continuous growth.
• Own Your Outcomes – Accountable. Responsible. Results focused.

Why This Opportunity?

If you're looking for more than a traditional Executive Assistant role—one where you can become a trusted business partner, influence operations, and help drive organizational success—we'd love to meet you.

Join Lifetime Companies and help build the systems, structure, and operational excellence that support the next stage of our growth while partnering directly with executive leadership to make a lasting impact.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.