Executive Assistant to the CEO

Company Information: 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 a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/

Website: www.equifyfinancial.com

Position 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 Roles / Responsibilities:

• Manage and maintain the CEO’s calendar, prioritizing appointments, meetings, and travel arrangements.
• Seeks out, coordinates, and documents proper collaboration between the CEO and internal team members, customers, and external stakeholders to ensure timely and effective communication.
• Documents 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.
• Proposes and pursues efficiencies in all areas of the role inclusive of 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:

• High school diploma or equivalent is required.
• Bachelor’s degree in business administration, Finance, or a related field preferred.
• At least five (5) years of experience as an Executive Assistant, preferably in finance or commercial lending and managing executive-level projects and initiatives
• Exceptional organizational and time-management skills, inclusive of serving rapidly shifting priorities in an entrepreneurial and environment with limited structure.
• Strong communication skills, both written and verbal.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook).
• Previous experience utilizing Salesforce in a similar environment.
• High level of professionalism, discretion, and integrity.
• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program – Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

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.