Position Summary
Precise Capital, a private investment group headquartered in Fort Worth, Texas, is seeking an Executive Assistant to support a small team, work closely with the founder on strategic initiatives, and drive standards of excellence in business administration support functions, including general office management and meeting facilitation. This dynamic role has tremendous potential for growth and impact and will be a highly valued member of the team, entrusted as a strategic partner and closely involved in key business activities, investments, and philanthropic endeavors.
The office culture may be described as: intellectual, analytical, team-oriented, and high-performing. You won’t find office politics or water cooler chatter here. This team hits their stride with standards of excellence in business operations and highly efficient communications that balance professionalism with being transparent, earnest, and down-to-earth.
While relevant experience as an executive assistant may be helpful, we are most interested in capabilities and character traits that tie to success. Desirable traits for this role include: a matter-of-fact, direct communication style, a genuine desire to help and serve others, and a healthy balance of confidence and humility; all of which support the needs of this role that range from making coffee to managing investment professionals, their business associates, and occasionally, their families. Additionally, it will be helpful if this person has a high level of skill and comfort using modern software to organize information, manage projects and recurring tasks, and share data in easily digestible formats, using links, images, and diagrams when appropriate.
This role is an incredibly unique and special opportunity for someone who would like a long-term, intellectually engaging role working alongside a small group of investment professionals. The position offers a competitive salary, health benefits, eligibility to participate in the company’s 401(k) program, and eligibility for discretionary, performance-based bonuses. Upon mastery of the responsibilities below, this role has a potential growth track toward a higher level of responsibility in strategic business activities. This role will be mostly onsite during normal business hours with a periodic need to be on call after hours or on weekends. Some travel will be necessary, such as for quarterly off-sites.
Responsibilities
- Provide general executive assistant support to the principals, including scheduling assistance, arranging travel, and handling a wide range of tasks and projects that will free them to spend more time on business priorities
- Provide focused support to the founder, including calendar management and facilitating a “Getting Things Done” (GTD) style weekly review meeting that covers both business and family activities, strategizing about top priorities, and creating calendar blocks for future activities
- Serve as the group administrator for the founder's YPO group, driving the membership process throughout the year and planning two retreats
- Maintain standards of excellence in the office environment, including ordering supplies, managing catering, making coffee, and ensuring an overall pleasing office aesthetic
- Facilitate meetings, including preparing materials, recording, and following up on action items; also prepare summaries of audio recordings for easy, quick recaps
- Organize quarterly meetings, including preparing the agenda, reports, and binders, as well as coordinating food and logistics
- Facilitate the team’s implementation of the Entrepreneur Operating System (EOS), including facilitating the build-out and status management of Rocks and management of L10 meetings
- Facilitate the team’s use of employee management using a variety of in-house employee satisfaction tools
- Proactively add contacts to CRM, capturing pertinent information about relationships
- Plan company events and annual holiday party
- Coordinate onboarding and offboarding of employees, including arranging for software access, parking, badges, etc.
- Independently conduct research to deepen knowledge on tools and topics that support business objectives and the ability to do this job well
- Represent the firm and principals in interactions with business associates and other key relationships, including coordinating travel when needed and ensuring needs are met prior to meetings
Education & Experience
- 7+ years of career experience that demonstrates achievement using skills that transfer well to this job
- Experience as an Executive Assistant, Chief of Staff, or similar role with cross-functional responsibilities, the need for exceptional attention to detail, and experience working closely with senior executives
- Experience working with YPO members is a plus
- Experience in an investment firm or a similar sophisticated professional services environment is a plus
- Experience using modern software applications for project management, communication, and data visualization
- Experience that demonstrates the ability to interface professionally and successfully with executives and discerning clientele
Skills & Character Traits
- Thoughtful, analytical, and curious
- Confident; able to take ownership of projects, ask questions, challenge assumptions, speak directly, and receive direct communication
- Humble; comfortable doing whatever needs to be done to support the needs of the team and office
- Helper orientation; a genuine desire to understand others, remove stressors, and make their lives better
- High standards of excellence; unwilling to settle, yet strong discernment on where to devote efforts
- Proactive inclination toward continuous improvement, always looking to make processes more efficient and add value to the team
- Inclination to take responsibility, self-manage, proactively seek information, and bring solutions (not problems) when facing obstacles
- Tech savvy; motivated to figure out and use modern technology
- Organized; naturally inclined to create and maintain systems of organization
- Professional communication skills; clear, concise, cordial, also earnest, transparent, and authentic
- Willing and able to be on call at times and occasionally available on an irregular schedule, including weekends, during periods of travel or peak business activity
