OPEN | Executive Assistant | 80% Remote With Local Support in Austin, TX
Full-time Executive Assistant position with Socha Capital in Austin, TX
QUICK FACTS:
Company: Socha Capital
Location: Austin, TX
Employment Type: Full-time, 80% remote with local support
Salary: Benefit package and compensation of $90,000–$99,000 based on experience.
Travel: None
Reports to: CEO
ABOUT THE ROLE
Socha Capital is a fast-growing wealth strategies firm serving founders, entrepreneurs, and ultra-high-net-worth families. Its core values are Respect, Growth, Communication, and Reliability. The firm operates with the pace and intensity of a scaling startup, where priorities move quickly and execution is expected to keep up.
The first priority is calendar mastery. Jeff’s calendar is complex and tied to client service, sales, leadership, and strategic priorities. The EA will begin by learning the existing rules, preferences, and decision logic, with more decisions escalated early. As trust is built, the role will become increasingly autonomous.
The scope will include full inbox ownership, communication management, meeting support, travel, personal logistics, and broader executive support.
ABOUT THE CEO
Jeff is a fast-moving, outcome-driven leader who values leverage, speed, ownership, and clear thinking. His internal operating framework asks: What outcome are we delivering? What must be true to achieve it? What is the shortest effective path? Is this creating leverage—or just movement?
He is direct, decisive, ambitious, comfortable with risk, and energized by big goals. He expects concise communication, proactive problem-solving, and people who are willing to challenge him rather than simply agree. He values simplicity and works best with people who can move efficiently without overcomplicating the path forward.
The right EA will be emotionally steady, confident enough to manage up, and able to help Jeff protect his energy and stay focused on the highest-value work.
WHAT YOU’LL DO:
CALENDAR, SCHEDULING & EXECUTIVE FLOW
Become the master scheduler for Jeff’s calendar, balancing client, prospect, internal, strategic, personal, and travel priorities.
Review the calendar daily and look ahead, identifying conflicts, missing context, insufficient buffers, and problems before they reach Jeff.
Confirm appointments, pursue incomplete scheduling requests, manage reschedules, and ensure meetings include the right links, materials, context, and logistics.
Protect focus time, breaks, and energy while helping reduce the number of people who can directly place meetings on Jeff’s calendar.
Maintain Jeff’s call list, homework/action items, and time blocks needed to complete them.
Provide a clear next-day briefing and ensure all meetings and commitments have a next action.
INBOX, COMMUNICATION & FOLLOW-THROUGH
Triage Jeff’s inbox, surfacing urgent items, organizing communication, drafting responses, and identifying decisions needed. Grow into full inbox ownership as trust and context develop.
Monitor calls, email, Teams, and other inbound communication, responding or redirecting conversations to the appropriate channel.
Act as a communication bridge between Jeff, clients, prospects, leadership, and the team.
Close loops consistently: communicate what happened, what happens next, who owns it, and by when.
Communicate concisely, professionally, and directly while adapting tone to the audience.
MEETING, SYSTEM & LOCAL SUPPORT
Prepare Jeff for select meetings with the right files, notes, context, and follow-up.
Provide occasional personal and local support when it protects Jeff’s time, including mail, pickups/drop-offs, and errands, while serving as a local point person for planning and coordinating Austin-based company events and all-hands gatherings.
Support occasional travel and gradually take on more travel-planning responsibility.
Work confidently across Microsoft 365, Zoom, SharePoint, and OneDrive, while learning Redtail, SCFiles, Calendly, and other systems.
Use AI, automation, and technology to reduce repetitive work and improve executive workflows.
WHO WILL SUCCEED IN THIS ROLE:
A strong D/C blend (DISC Assessment). Jeff is a high-D DISC profile, and the team is highly C-driven; the ideal EA combines D-style assertiveness, pace, and ownership with C-style precision, structure, and attention to detail.
High agency and low friction. You figure things out and move work forward without waiting for step-by-step direction.
High cognitive horsepower. You learn quickly, process complex information, connect dots, and retain context without needing repeated explanation.
Exceptionally detail-oriented. You catch small inconsistencies, missing information, and loose ends before they create bigger problems—without sacrificing speed.
Exceptionally reliable. You do what you say you will do, and you communicate early when something changes.
Direct, assertive, and confident. You can manage up, ask questions, push back respectfully, and handle candid feedback without becoming rattled.
Anticipatory. You look ahead, connect moving pieces, and identify issues before they escalate.
Technology-forward. You enjoy systems, AI, automation, and better ways of working.
Adaptable. You can learn a structured playbook without becoming rigid when priorities shift.
WHO WILL NOT SUCCEED IN THIS ROLE:
Someone who needs constant direction, reminders, or permission to move.
Someone who works slowly, misses details, or leaves open loops behind.
Someone who avoids difficult conversations or waits too long to communicate that something is off track.
Someone who is uncomfortable with a demanding pace or evolving responsibility.
Someone seeking a strict 40-hour workweek, a fully remote role, or no local or personal support.
COMPENSATION, REQUIREMENTS & LOGISTICS
5+ years of Executive Assistant experience, including at least two consecutive years supporting a CEO, Founder, President, or comparable senior executive.
Financial services, wealth management, or related professional services experience preferred.
Must live in the Austin area within reasonable driving distance of 78746. The role is primarily remote, with less than 20% local/in-person support.
Expect approximately 40+ hours per week, with occasional after-hours needs.
Occasional business travel required.
Must be willing to become a Texas notary if requested.
$86,000-$96,000 based on experience, including quarterly bonuses.
Benefits include company-provided home-office technology, health insurance reimbursement ($400 for individuals, $600 for families), 401(k), unlimited PTO, continuing-education support, travel reimbursement, and employee financial-planning benefits after a 60-day waiting period.
Selected candidates may be required to complete background, credit, and/or drug screening as permitted by law.
This is an opportunity for an experienced Executive Assistant who wants to become the operational right hand behind an entrepreneurial CEO—not simply manage a task list.
Candidates should apply only if their experience reflects the judgment, discretion, precision, and executive-level support required for the role.
Looking for other executive assistant opportunities?
FREQUENTLY ASKED QUESTIONS ABOUT THE ROLE
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This role is approximately 80% remote, but you must live in the Austin area within reasonable driving distance of 78746. The EA will provide occasional local support, including errands, mail, company events, and other in-person needs.
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Initially, yes. The first priority is mastering a highly complex executive calendar and learning the priorities, rules, and judgment behind it. As trust builds, the role will expand into inbox ownership, executive communication, meeting preparation, travel, personal logistics, and broader executive support.
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More over time. In the beginning, the EA will work within established rules and seek approval on higher-stakes decisions. As judgment and trust are established, the role is expected to become increasingly independent.
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Someone who is fast, highly detail-oriented, assertive, intellectually sharp, and comfortable managing up. Jeff is a high-D DISC profile and the team is highly C-driven, so the strongest fit will combine confidence, pace, and ownership with precision, structure, and exceptional follow-through.
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Once you’ve applied, you can expect a confirmation email that your application has been received. If your application is selected, you will receive an email from Monique Helstrom to schedule your first interview.
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Every candidate is personally reviewed by me, Monique Helstrom, former Executive Assistant to Simon Sinek and an executive recruiter specializing in high-trust executive partnerships.
My goal isn’t simply to place candidates. It’s to create partnerships that thrive.
If your application isn’t accepted for this role, don’t take it personally! This role may just not have been the one for you. Feel free to browse other open roles or schedule a resume review with me.
APPLICATION TIP FROM MONIQUE
If I were coaching someone for this interview, I’d tell them…
come prepared with specific examples of how you’ve managed up, made judgment calls without perfect information, caught details others missed, and created order in a fast-moving environment. This is not a role where “I’m organized” will be enough—you’ll need to prove it.
P.S. Want more interview tips? Schedule a resume and interview coaching session with me. Or click here to learn more about what I do.