Executive Assistant

Who We Are

Bison Wealth and Liquid Strategies form an enterprise spanning wealth management and asset management, bringing together personalized financial advice and specialized investment expertise. Our affiliated businesses operate independently while partnering strategically to serve clients, support advisors, and develop investment solutions.

As our organization evolves, we’re strengthening the structure and coordination that support our leaders and teams. This role offers the opportunity to partner directly with two senior executives, bringing focus, organization, and follow-through to their work across the enterprise.

What You’ll Do

As Executive Assistant to the CEO of Bison Wealth and the Founder of Bison Wealth and Liquid Strategies, you’ll be a trusted executive partner to two leaders across our wealth management and asset management businesses. You’ll bring structure to busy schedules, protect time for strategic priorities, and turn conversations and commitments into organized follow-through.

Our organization is in an exciting season of growth and change, and you’ll help both leaders stay focused and effective as priorities evolve. This role combines a broad understanding of what matters to each executive with hands-on attention to the details that keep their work moving. You’ll anticipate needs, exercise judgment, and build practical ways of working that strengthen executive support across both companies.

Day-to-day:

• Manage time with purpose. Own both executives’ calendars, balance competing demands, and anticipate preparation needs and deadlines so their schedules reflect their priorities.
• Be a confident, thoughtful gatekeeper. Evaluate requests, manage access, and protect focused work time. Know when to redirect or decline a request—and when something needs immediate attention—while maintaining strong relationships.
• Keep executives informed and prepared. Prioritize correspondence, draft communications and presentations, and organize agendas and briefing materials that give each leader the context needed for meetings and decisions.
• Drive follow-through. Capture decisions and commitments, track ownership and deadlines, and follow up with stakeholders through completion. Jump in to gather information, prepare deliverables, and resolve coordination issues.
• Coordinate the details. Manage travel, itineraries, meeting logistics, expenses, and executive records, anticipating needs and adapting resourcefully when plans change.
• Build smarter ways of working. Improve scheduling, communication, and tracking practices, using technology, approved AI tools, and automation to reduce administrative effort while maintaining accuracy and confidentiality.
• Connect people and priorities. Work closely with employees, advisors, leadership, and external partners, developing an understanding of both businesses and exercising discretion when communicating on the executives’ behalf.

This role speaks to you if...

• You’re an organized, resourceful executive partner who understands how to turn a leader’s priorities into a well-managed day and reliable follow-through.
• You anticipate needs, bring clarity to competing demands, and take ownership without waiting for detailed direction.
• You’re comfortable supporting two executives, learning the context of two distinct businesses, and adapting as the organization changes.
• You combine discretion with professional assertiveness: you can protect an executive’s time, redirect requests thoughtfully, and follow up persistently while building strong relationships.
• You enjoy both the broader view of what needs to happen and the hands-on work required to get it done. Technology comes naturally to you, and you look for practical ways to use AI and other tools to improve how work gets done.

Requirements:

• Experience providing executive support to senior leaders, with demonstrated ability to manage complex schedules and competing priorities; experience supporting multiple executives preferred.
• A high level of trustworthiness, discretion, and accountability when handling confidential information and representing executive leadership.
• Strong organizational skills, attention to detail, and consistent ownership of commitments through completion.
• Demonstrated initiative, sound judgment, and the ability to anticipate needs and work independently within delegated authority.
• Ability to synthesize information into clear reports, summaries, presentations, and executive briefing materials.
• Strong written and verbal communication skills, including confidence setting boundaries and following up with stakeholders professionally.
• Proficiency in Microsoft Word, Excel, Outlook, Teams, and PowerPoint.
• Comfort using AI and automation tools responsibly to improve productivity, with attention to accuracy and confidentiality.
• Ability to adapt to changing priorities and provide hands-on support in an evolving organization.
• Experience in wealth management, asset management, or a related financial services environment preferred.

What we Offer:

• Competitive compensation package
• PTO plus paid holidays
• Medical and Dental insurance
• Generous company paid life insurance
• 401(k) with employer match
• Paid parking