Executive Assistant to CFP Partner | Private Wealth Firm
The Strategic Implementer
Oakwell Private Wealth Management in Leander, TX is seeking an Executive Assistant to support our partner Lou Boumaza, CFP. You will manage his calendar, protect his time, and provide administrative backup including notetaking and CRM data entry. The role emphasizes organization, timely communication, and collaboration with the team; candidate should be tech‑savvy, with experience in 3rd party software and a strong ability to prioritize and meet deadlines. #J-18808-Ljbffr The Strategic Implementer
Vacancy posted 4 days ago
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