Executive Assistant to Chief Executive Officer

Equify Financial is a privately owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build strong relationships and a strong future for their business. As a collateral-based lender, we service customers at every financial stage, leveraging over 180 years of combined experience in the equipment finance industry. Our team provides an in-depth understanding of financial circumstances and helps clients identify growth opportunities through creative financial solutions.

Job Summary :

The Executive Assistant to the CEO provides high-level administrative support, ensuring seamless independent commercial finance business operations. This role requires exceptional organizational skills, professionalism, and the ability to manage changing priorities in a fast-paced environment. Acting as a trusted liaison, the Executive Assistant anticipates business needs, optimizes efficiency, and maintains discretion while handling sensitive matters.

Key Responsibilities :

• Manage and maintain the CEO’s calendar, prioritizing appointments, meetings, and travel arrangements.
• Coordinate and document collaboration between the CEO and internal team members, customers, and external stakeholders to ensure timely and effective communication.
• Document processes and procedures relevant to the role, creating an EA to the CEO guidebook in the first year of employment.
• Support strategic projects by conducting research, compiling data, and preparing executive summaries.
• Propose and pursue efficiencies in all areas of the role, including implementing automations and more efficient workflows.
• Prepare meeting agendas, presentations, reports, and correspondence on behalf of the CEO.
• Coordinate travel logistics, including flights, accommodations, and itineraries.
• Attend meetings, take detailed notes, and follow up on action items to ensure execution.
• Handle confidential and sensitive information with discretion and professionalism.
• Liaise with senior leadership, board members, and external partners to facilitate business operations.
• Assist with special initiatives, company events, and executive communications.
• Streamline administrative processes to enhance efficiency and effectiveness.

Required Education, Experience, and Qualifications :

Compensation and Benefits :

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee / applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee / applicant when possible.

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