Temp EA

POSITION SUMMARY The Executive Assistant serves as the Principal's key staff member, functioning to removing roadblocks, clearing pathways, and managing everything that stands between the principal and high-value work. You will function as a force multiplier: anticipating needs, executing rapidly, and operating with full autonomy on delegated priorities. Your focus shifts dynamically based on where the principal needs leverage at any given time whether that's managing complex projects, coordinating across entities, or handling client interactions.
Principal operates a portfolio of four mission-driven enterprises which you will support the principal across this ecosystem, managing competing priorities with precision and discretion.
CORE RESPONSIBILITIES Strategic Execution & Project Management Own and drive completion of cross-functional projects from inception to delivery including vendor negotiations, system implementations, event logistics, research initiatives, or operational buildouts
Identify bottlenecks before they become problems; resolve independently or elevate with proposed solutions
Manage competing deadlines across entities; triage ruthlessly and communicate trade-offs clearly
Calendar & Meeting Orchestration Own the principal's calendar as a strategic asset—protect deep work time, optimize meeting flow, decline or delegate on the principal's behalf
Prepare pre-meeting briefs with context, objectives, and relevant materials; follow up on action items without prompting
Coordinate complex multi-party scheduling across time zones and competing priorities
Communication & Relationship Management Draft, edit, and send correspondence on behalf of the principal including emails, letters, reports, proposals with the principal's voice and standards
Serve as a primary point of contact for clients, vendors, and partners; handle inquiries with professionalism and discretion
Maintain relationship continuity including track birthdays, follow-ups, and relationship touches; execute without reminders
Operations & Systems Management Manage all aspects of office operations and building including supply ordering, equipment maintenance, coordination with vendors and organization of office spaces.
Serve as the first point of contact at the front desk, greeting visitors and handling phone systems with professionalism and courtesy.
Assist with bookkeeping tasks using QuickBooks or similar software to support financial recordkeeping and invoicing.
Coordinate travel arrangements, and personal assistant responsibilities for Principal as needed.
Manage filing systems, document repositories, and digital infrastructure to ensure nothing gets lost and everything is findable
Coordinate with accounting, legal, IT, and other vendors; manage contracts, invoices, and renewals
Track action items, decisions, and open loops across the portfolio; close them or elevate with context
Ad Hoc Problem Solving Research and synthesize information rapidly with competitive intelligence, vendor options, process benchmarks, regulatory requirements
Handle whatever comes up: last-minute travel changes, urgent document preparation, crisis communications, system failures
Operate as a utility player, step into gaps as needed and figure it out
QUALIFICATIONS Required
3+ years of executive assistant, chief of staff, or high-touch operational support experience in a fast-paced environment
Exceptional written communication: you can draft clear, compelling content with minimal direction, with or without AI assistance
Proven project management ability: you've managed multi-stakeholder initiatives from start to finish
Advanced proficiency in Microsoft 365 (Outlook, Teams, OneDrive, Planner) and comfort learning new systems quickly
Discretion and sound judgment: you handle confidential information with care and make good decisions under pressure
Self-directed work style: you don't need hand-holding and you figure things out independently
Strongly Preferred Experience supporting executives in wealth management, professional services, or high-touch service businesses
Familiarity with CRM systems, financial operations software [including QuickBooks] and generally comfortable with evolving technologies
Background in entrepreneurial, startup, or small business environments where you wore multiple hats
WHAT WE'RE LOOKING FOR Someone who anticipates needs before being asked and closes loops without follow-up
A problem-solver who gets energized by complexity and doesn't get rattled by ambiguity
A force multiplier who makes everyone around them more effective
Someone with impeccable attention to detail who can shift seamlessly from strategic thinking to tactical execution
A professional who brings calm, competence, and confidence to high-pressure situations
Someone aligned with our cultural identity: Be Diligent. Be Blue Collar. Be High-Touch Finesse.
COMPENSATION & BENEFITS Competitive salary commensurate with experience
Other Benefits: Short and Long Term Disability, Dental, Vision, Life, AD&D
Paid time off
Direct access to principal and high-impact work across a diverse portfolio
WORK ENVIRONMENT Location: In-office, Houston/Missouri City area
Schedule: Standard business hours with full flexibility for weekends/early/late needs

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