Top 4 Financial advisor assistant Jobs in San Antonio Tx

Executive Assistant to CEO
Harper Law Firm —San Antonio, TX
- $50,000 a year
- Google Workspace
- Research
- Bachelor's degree
- Opportunities for advancement
Quick Apply
13d
Assistant Controller
Vontive —San Antonio, TX
- $110,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- ERP systems
- Research
Quick Apply

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Assistant Controller
Vontive —San Antonio, TX
Exceptional written and verbal communication skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
$110,000 - $140,000 a year
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Assistant Controller
Pearl Real Estate —San Antonio, TX
Take ownership of special projects involving technical accounting research, transaction analysis, process design, and strategic initiatives.
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Wealth Management Administrative Assistant
Vaco by Highspring —Columbus, OH
Process new account paperwork, account maintenance requests, and other client service transactions. Determining compensation for this role (and others) at Vaco/…
$65,000 - $75,000 a year
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Administrative Support Assistant
Cambridge Investment Research Advisors —Columbus, OH
Financial services administrative support staff are responsible for *managing* projects, *follow-up* on pending projects, assisting current office staff, client…
$14 - $16 an hour
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Executive Assistant to CEO

Harper Law Firm
San Antonio, TX

Quick Apply

Job Details

$50,000 a year
13 days ago

Benefits

Opportunities for advancement

Qualifications

Executive administrative support
Research

Full Job Description

The Executive Assistant to the CEO serves as a highly trusted strategic partner responsible for providing comprehensive executive, administrative, operational, and project management support to the Chief Executive Officer.

This role goes beyond traditional administrative functions and requires exceptional judgment, discretion, business acumen, and the ability to operate as an extension of the CEO.

The Executive Assistant acts as a gatekeeper, liaison, project coordinator, and trusted advisor, ensuring the CEO's priorities are executed efficiently while maintaining seamless communication across the firm.

The ideal candidate is proactive, highly organized, resourceful, and capable of anticipating needs before they arise in a fast-paced, high-growth personal injury law firm.

Compensation:

$50,000

Responsibilities:

Executive Leadership Support

Serve as the primary strategic support partner to the CEO
Manage competing priorities and ensure alignment with CEO objectives
Act as a gatekeeper while maintaining positive relationships with internal and external stakeholders
Provide recommendations and solutions to improve executive productivity and efficiency
Anticipate challenges, identify potential issues, and proactively resolve problems before they escalate
Maintain strict confidentiality regarding sensitive business, financial, personnel, and legal matters

Executive Calendar & Priority Management

Manage complex professional and personal calendars
Prioritize appointments, meetings, speaking engagements, networking events, and firm commitments
Ensure the CEO's time is allocated toward high-value activities and strategic priorities
Conduct calendar audits and recommend schedule optimization
Coordinate all executive meetings and leadership planning sessions

Executive Communications

Draft, edit, and review executive correspondence, emails, presentations, and announcements
Prepare talking points, briefing documents, and meeting summaries
Serve as liaison between the CEO and attorneys, staff, vendors, referral partners, clients, and community leaders
Assist with public-facing communications and executive branding initiatives
Monitor communication workflows to ensure timely responses and follow-up

Leadership Team Coordination

Coordinate leadership meetings, retreats, and strategic planning sessions
Prepare agendas and meeting materials
Document meeting minutes and executive decisions
Track leadership commitments and accountability measures
Facilitate communication between departments on behalf of the CEO

Business Operations Support

Assist the CEO in monitoring firm performance metrics and operational initiatives
Prepare dashboards, reports, and executive summaries
Conduct research and gather information to support strategic decision-making

Travel & Event Management

Coordinate all business and personal travel arrangements
Prepare comprehensive travel itineraries and briefing packets
Manage executive participation in conferences, networking events, speaking engagements, and firm functions
Coordinate executive dinners, client events, and community engagements

Personal Executive Support

Manage personal scheduling, appointments, and administrative matters
Coordinate family-related logistics and personal projects as requested
Handle confidential personal matters with discretion and professionalism
Maintain personal task tracking systems and priority lists

Qualifications:

Bachelor's degree preferred
Minimum 5+ years supporting C-level executives
Experience supporting a CEO, Managing Partner, Founder, or Business Owner preferred
Exceptional written and verbal communication skills
Advanced proficiency with Microsoft Office, Google Workspace, and project management platforms
Strong business judgment and decision-making skills
Ability to manage multiple priorities with minimal supervision
Demonstrated ability to handle confidential information with discretion
Strong project management and organizational skills
Professional presence and executive-level interpersonal skills

Core Competencies

Executive Presence
Strategic Thinking
Problem Solving
Project Management
Time Management
Communication Excellence
Relationship Management
Confidentiality & Trustworthiness
Attention to Detail
Initiative & Proactivity
Leadership Support
Organizational Agility

About Company

Why Join Harper Law Firm?

Work on meaningful cases where your contributions directly impact client outcomes
Be part of a firm that is rapidly growing and building a strong reputation in Texas
Clear opportunities for advancement and increased responsibility
A collaborative, high-performance culture that values development and accountability
A team that pushes each other to improve, win, and grow together

Harper Law Firm Core Values:

Commitment to Excellence
Win as a TEAM
Exist to bring justice to clients
We embody the highest degree of integrity
Resilient
Honesty and Truth

Quick Apply

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financial advisor assistant jobs in san antonio tx

Executive Assistant to CEO

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