Job Description
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Base salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metrics ~ 20 days of PTO and additional firm holidays Provide administrative support by notetaking, inputting info into our CRM, and communicating with other team members Assist with projects in an administrative and data-gathering capacity 2 years of experience in an Executive Assistant role ~ Adept and skilled with technology and 3rd party software. ~ Ability to learn and implement new technology and software quickly ~