Executive Assistant to the CEO | Financial Services Multi-Family Office (RIA Experience Preferred)

Executive Assistant

This is not your average executive assistant role. This is your chance to compress a decade of high-level financial services experience into a single role that will fast-track your career. You'll work side-by-side with the CEO of a high-growth, multi-family office advisory firm serving visionary entrepreneurs, serial business builders, and executives. This is elite, high-stakes, and high-reward work.

About Socha Capital

We are a forward-thinking, multi-family office advisory firm with an aggregate client value exceeding $5 Billion. Our clients demand precision, insight, and exceptional execution and so do we. This is your chance to join a championship team where effort, accuracy, and impact are recognized and rewarded.

What You'll Do The Day-to-Day

You are the CEO's right hand running the calendar with discipline, anticipating needs, and ensuring nothing slips through the cracks. Responsibilities include:

• Executive Decision-Maker: Run the CEO's schedule proactively with minimal input, weighing priorities and making decisions based on business needs.
• Calendar Management: Advance all meetings, resolve conflicts, proactively schedule new meetings, and respond quickly to last-minute changes.
• Communication: Manage all scheduling requests and correspondence from internal and external parties, ensuring clarity and follow-through.
• Local Austin Presence: Routinely visit our PO box, scan mail, and address items appropriately.
• Loop Closure: Keep projects and tasks moving forward with 100% accuracy and follow-through.
• Detail & Composure: Maintain calm under pressure, anticipate needs, and catch details that others miss.

Key Performance Indicators (KPIs)

Closed-Loops: How quickly can you pick up the phone after an email comes in to book an appointment? We track the day the request arrives, how many requests you're managing, and how many loops are closed on a daily and weekly basis. Efficiency, accuracy, and responsiveness matter.

Attendees Preparedness & Show-Rates: Are you willing to consistently remind and prepare executives for upcoming meetings? You will execute a series of confirmation communicationsphone calls, voicemails, voice memos, text messages, and emailsto ensure attendance. Last-minute reschedules are rare for you.

Decision-Making & Judgment: You can clearly and concisely communicate with the CEO about the reasoning behind your calendaring decisions. You weigh multiple priorities and confidently decide where the CEO should be based on business needs.

Reporting & SOP Development: You are comfortable providing the ROI on your desk. Scheduling can be complex, but time is the #1 fleeting resource. Your function is vital to the organization. You are reliable, communicative, and consistently memorialize feedback by creating SOPs and Best Practices in one live, on-demand location.

What You Bring to the Table

Proven Experience: At least 2 years supporting founders or C-suite executives in high-performance teams, ideally in RIA, wealth management, investment banking, or family office environments.

Technical Savvy: Advanced Excel skills, CRM proficiency, and comfort with AI and productivity tools.

Leadership & Judgment: Confident communication with high-net-worth clients, executives, and internal teams. Able to make decisions independently and take ownership of outcomes.

Project Management Genius: Ability to juggle multiple high-stakes projects flawlessly.

Professional Presence: Warm, articulate, and polished under pressure. Strong common sense, attention to detail, and a bias for action.

Why This Role Is Insanely Exciting

Direct CEO Mentorship: Learn firsthand the strategies, operations, and decision-making of a high-performing founder.

Network Expansion: Build a professional network of centimillionaires and influential entrepreneurs.

High-Earning Potential: Competitive base salary, performance bonuses, and growth opportunities your efforts are directly rewarded.

Career Fast-Track: Develop skills that will make you semi bulletproof in finance, operations, and executive leadership within five years.

Why Socha Capital

This is elite work for elite performers. If you want a predictable 9-to-5, this isn't for you. But if you want to learn, lead, and make a tangible impact while growing your career faster than anywhere else, you've found your role.