Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

Executive Assistant

Job

Oakwell Private Wealth Management LLC

Austin, TX (In Person)

$67,500 Salary, Full-Time

Posted 4 days ago (Updated 1 day ago) • Actively hiring

Expires 7/24/2026

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
58
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Executive Assistant at Oakwell Private Wealth Management LLC Executive Assistant at Oakwell Private Wealth Management LLC in Austin, Texas Posted in about 5 hours ago.
Type:
full-time
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. Find out more about the firm at oakwellpwm.com. Salary and Benefits Base salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metrics Firm pays 75% of health care cost for employee 401(k) with company match 20 days of PTO and additional firm holidays Responsibilities Provide support to our partner Lou Boumaza, CFP Manage calendar by protecting Lou's time and ensuring he is always in the right place Provide administrative support by notetaking, inputting info into our CRM, and communicating with other team members Manage email inbox with the goal of handling lower priority emails without oversight Assist with projects in an administrative and data-gathering capacity Delegate tasks to other team members as appropriate Qualifications 2 years of experience in an Executive Assistant role Adept and skilled with technology and 3rd party software. Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to learn and implement new technology and software quickly Ability to communicate well and work in a collaborative environment The Process Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. We are an equal opportunity employer.