Executive Assistant

ABOUT IRONOAK WEALTH

Iron Oak Wealth is a fast-growing, fee-only registered investment advisory firm based in Cedar Park, Texas. We manage over $310 million in client assets and are scaling aggressively toward $500M and beyond. Our team is lean, high-performing, and technology-forward. We do not operate like a traditional financial firm — we move fast, think strategically, and hold ourselves to a high standard in everything we do.

At Iron Oak, every team member thinks like an owner. We are building a world-class firm with a technology-driven model designed for a premium exit. This is not a slow-moving institution — it is a performance environment with high expectations and significant upside for the right people.

We are hiring an Executive Assistant to work directly with our Founder and CEO. This is not a reception or general administrative role. This is a high-trust, high-visibility position for someone who is organized by nature, thrives on structure, takes ownership without being asked, and wants to be at the center of a growing firm.

You will own the calendar, manage communications, coordinate meetings and client interactions, support compliance and operational workflows, and serve as the operational right hand to the Founder. If you are the person in every job you have held who keeps things running smoothly while everyone else is focused elsewhere — this role was built for you.

• Own and manage the Founder's calendar — scheduling, prioritization, and meeting preparation
• Coordinate client review meetings, advisor meetings, and vendor calls
• Manage email triage and draft correspondence on behalf of leadership
• Prepare meeting agendas, summaries, and follow-up action items
• Support onboarding coordination for new clients and new team members
• Maintain organized digital filing systems across Microsoft Office 365
• Coordinate tasks, workflows and document tracking
• Handle travel coordination and logistics when needed
• Support compliance calendar reminders and deadline tracking
• Serve as the communication bridge between the Founder and the broader team

• Experience as an Executive Assistant, Administrative Assistant, or Office Manager in a professional services environment financial services, legal, insurance, or accounting preferred
• Exceptional organizational skills you do not let things fall through the cracks
• Strong written communication you write clearly, professionally, and without errors
• Proficiency with Microsoft Office 365 Outlook, Teams, Word, Excel
• Experience with CRM or practice management software is a plus Wealth Box, Salesforce, or similar
• Calm under pressure you do not get rattled when priorities shift
• Discreet and trustworthy you will handle confidential client and business information daily
• Self-directed you see what needs to be done and do it without waiting to be asked

• Competitive base salary: $46,000 – $60,000 depending on experience
• Health insurance
• Dental coverage
• Paid time off
• A front-row seat to the growth of a firm scaling toward $500M in assets
• Direct mentorship and daily exposure to firm leadership and strategy
• A performance environment where exceptional work is recognized and rewarded