Executive Assistant to the CEO

Executive Administrator to the CEO

If you’ve built wealth, you deserve more than just good advice. You deserve a trusted team that advocates for you, elevates your strategy, and aligns every dollar with your vision. At Island Wealth Strategies, that is what we do. We bring clarity to complex decisions, challenge the status quo when needed, and guide clients toward peace, confidence, and long‑term success. Our purpose is simple. We serve with integrity, elevate what is possible, and make a meaningful and lasting impact.

We operate through values of family, integrity, excellence, innovation, servant leadership, and mindful communication. As a high performing financial firm in active growth mode, Island Wealth Strategies is executing an ambitious and exciting campaign to reach $100 million in 1,000 days through disciplined growth, strong profitability, and exceptional client experience.

The Opportunity

We are seeking a poised, strategic, emotionally intelligent Executive Administrator to the CEO who thrives in a fast-paced, ambitious environment. This is a high‑trust, high‑stakes role supporting a CEO whose time and leadership drive the organization forward. You will serve as the CEO’s right hand, maintaining schedules, coordinating executive communications, relationships, and projects run with precision, discretion, and excellence.

Key ResponsibilitiesExecutive Support & Operations

· Manage complex calendars, travel, logistics, and time allocation

· Prepare daily briefings and ensure CEO readiness for meetings and events

· Maintain strict confidentiality

· Draft executive‑level correspondence and presentations

· Manage inbound communication and act as a trusted representative

Project, Workflow Management, & Tech Utilization

· Support project planning across firmwide initiatives

· Build processes that improve efficiency and scale

· Monitor deliverables across teams and partners

· Demonstrate tech-savvy with strong Microsoft Office skills and the agility to master new systems and productivity tools quickly.

· Confidently leverage AI tools to elevate efficiency, streamline workflows, and support a fast-moving executive environment.

Client, Partner, and Vendor Engagement

· Serve as a polished point of contact for clients and partners

· Manage vendor relationships, contracts, and billing

· Create exceptional experiences and events aligned with IWS values

What You Bring

· 5 years supporting senior executives

· Experience in financial services or fintech (preferred)

· Bachelor’s degree in business administration, human resources, finance, or related field (preferred)

· Exceptional judgment, emotional intelligence, and anticipation skills

· Outstanding written and verbal communication

· Ability to maintain confidentiality

· Strong project management skills

· Ability to build trust and represent the CEO with professionalism

· A growth mindset, proactive position, innovation and eagerness to leverage AI tools

Why Join Us

· Work alongside a visionary CEO at a firm managing more than $2 billion in wealth

· Join a purpose‑driven company with exceptional client satisfaction

· Help shape systems and operational excellence during rapid growth

· Be part of a high‑performing, innovative Fin firm.

Compensation

We offer a highly competitive compensation and benefits package designed to reward excellence and support your growth. For the right candidate, the base salary ranges from $80,000 to $120,000 annually, aligned with experience and market competitiveness. This role is also eligible for annual merit increases and performance bonuses, creating meaningful upside as you contribute to the firm’s continued success.

Equal Opportunity Statement
Island Wealth Strategies is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other protected status under federal or Texas law. We value diversity and are committed to creating an inclusive, equitable workplace where all team members can thrive.

Job Types: Full-time, Part-time

Pay: $80,000.00 - $120,000.00 per year

Expected hours: 30.0 – 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• What systems and tools do you use to manage calendars, travel, inboxes, vendors, and personal tasks for a high demand leader?
• How do you handle urgency, shifting priorities, and pressure when everything feels important at once?
• What does excellent support look like to you in an EA to CEO partnership?

Experience:

• Executive administrative support: 5 years (Required)

Work Location: Hybrid remote in Dallas, TX 75244

Salary : $80,000 - $120,000