Executive Assistant - Houston, TX

Position: Executive Assistant to President Firm: Oak Harvest Financial Group Location: Houston, TX (In-Office with Flexibility) Overview: Oak Harvest Financial Group is seeking a highly capable and proactive Executive Assistant to serve as the President's right hand. This unique, dedicated role is essential to optimizing executive bandwidth, supporting day-to-day operations and communications, and driving high-impact initiatives including events, speaking engagements, and the continued growth of the GoGo Sisterhood. As the Executive Assistant, you'll work closely with the President to ensure the business's most critical priorities are executed effectively and efficiently. What you'll do: Executive & Strategic Support Own and actively manage the President's calendar, schedule, and time optimization Manage inboxes, messages, and communications, prioritizing and responding on behalf of the President Screen and direct phone calls, emails, and correspondence with discretion and professionalism Ensure the President is fully prepared for all meetings, presentations, and speaking engagements Draft, edit, and organize presentations, documents, and internal communications Maintain strict confidentiality across all business and personal matters Operations & Business Execution Coordinate complex travel arrangements, itineraries, and logistics Prepare PowerPoint presentations and briefing materials Maintain accurate CRM and contact databases Support expense reporting and reimbursements Assist with compliance-sensitive and industry-specific administrative tasks Lead and execute special projects requiring structure, follow-through, and cross-functional coordination GoGo Sisterhood, Events & Brand Support Assist with planning, logistics, and execution of GoGo Sisterhood events, client events, and speaking engagements Manage event calendars, timelines, vendor coordination, and internal communication Support speaker preparation including materials, run-of-show documents, and follow-ups Assist with relationship management for speakers, partners, and referral relationships tied to the President Personal & High-Touch Support Provide limited personal assistance to support the President's effectiveness and schedule Run occasional personal errands related to business needs Remain responsive outside normal business hours when required What We're Looking For: Associate's degree or equivalent experience 3+ years' experience supporting a senior executive in a fast-paced environment Advanced calendar management and scheduling expertise Proficiency in Microsoft Office Suite: Word, Excel, PowerPoint Excellent written and verbal communication skills Exceptionally organized with attention to detail Self-directed, proactive, able to anticipate needs High level of professionalism and emotional intelligence Discretion and proven ability to handle confidential information Bonus Points: Experience in financial services or regulated industries Familiarity with Redtail CRM or similar tools Experience supporting events, speakers, or brand-driven initiatives What You'll Get: Pay & Perks: Salary range: $65,000-$85,000 (depending on experience) Health insurance with employer contribution 401k with match PTO and sick leave Opportunity to grow and shape the role as Oak Harvest's initiatives expand Schedule: Full-time (approx. 45 hours/week) Flexibility required, including some evenings or weekends In-office with flexibility based on schedule demands Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com Pay Range: $65,000 - $85,000 per year

Created: 2026-03-04