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Executive Assistant to President & Co‑Chief Investment Officer
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-03-12
Listing for:
Sage Advisory
Full Time
position Listed on 2026-03-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Virtual Assistant/ Remote Admin, Administrative Management -
Business
Office Administrator/ Coordinator, Business Administration, Administrative Management
Job Description & How to Apply Below
Sage Advisory Services is seeking an experienced Executive Assistant to provide high-level administrative and operational support to the firm’s President and Co-Chief Investment Officer. This role requires strong judgment, discretion, and the ability to manage complex priorities in a fast-paced investment advisory environment.
Key Responsibilities- Provide comprehensive executive support to the President and Co-CIO
- Manage complex calendars, scheduling internal meetings, investment discussions, and external engagements
- Prepare meeting materials, agendas, and executive briefing documents
- Coordinate domestic and international travel arrangements
- Serve as a primary point of contact for internal teams and external stakeholders
- Screen, prioritize, and respond to executive communications
- Coordinate meeting logistics and follow-up actions
- Handle confidential and sensitive information with professionalism and discretion
- Support expense reporting, documentation, and special projects as needed
- 5+ years of experience supporting senior executives, preferably in financial services, investment management, or professional services
- Strong organizational and time-management skills with high attention to detail
- Excellent written and verbal communication skills
- Demonstrated discretion, judgment, and professionalism
- Ability to manage multiple priorities in a dynamic executive environment
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and virtual meeting platforms
- Bachelor’s degree preferred or equivalent professional experience
Annual Salary: $75,000 – $100,000, commensurate with experience and qualifications
Annual Bonus:
Consideration for an annual bonus beginning after the first year of employment
- Medical, dental, and vision insurance
- 401(k) with employer contribution
- Paid time off and company holidays
- Professional development opportunities
- Hybrid or flexible work arrangements, as applicable
Reports directly to the President and Co-Chief Investment Officer
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