Description
ABOUT FIRST RATE
At First Rate, we help financial institutions transform complexity into confidence through innovative WealthTech solutions, services, and data insights. Founded in 1991 and headquartered in Arlington, Texas, First Rate serves clients around the world while remaining privately held, entrepreneurially driven, and focused on building long-term relationships.
Our culture is guided by four core values: Love, Give, Serve, and Enjoy. These values shape how we support one another, serve our clients, and invest in our communities. We believe meaningful work and meaningful lives go hand in hand, creating an environment where co-workers can grow professionally, make an impact, and enjoy the journey.
To retain profitable and referenceable clients through the delivery of cohesive team-based customer service experience and audited performance reporting data to Service Bureau clients that is defined by quality, accuracy and timeliness.
ABOUT THE ROLE
As an Executive Assistant, you’ll help senior leaders make the most of their time and stay focused on key business priorities. You’ll manage complex calendars and travel, coordinate meetings and events, prepare communications and reports, process expenses, and serve as a trusted point of contact for internal and external stakeholders. We’re looking for a proactive, highly organized professional who communicates clearly, handles confidential information with discretion, and thrives in a fast-paced environment with changing priorities
TACTICAL WORK:
- Provide high-level administrative and clerical support to the Manager.
- Make travel arrangements: visa, airfare, transportation, hotel, meals and entertainment with clients and others.
- Maintain Manager’s calendar.
- Process Manager’s expense reports.
- Reconcile Manager’s personal credit card statements with expenses submitted.
- Prepare and organize internal and external communications, including emails, reports, presentations, and other correspondence.
- Serve as the primary point of contact between executives and internal/external stakeholders.
- Answer phones and relay messages.
- Archive correspondence in approved software and other locations as requested.
- Document processes
- Coordinate logistics for meetings (invites, room and equipment reservations, refreshments), including preparing agendas, taking minutes, and following up on action items.
- Plan retreats both local and out of state.
- Plan meetings both on-site and off-site.
- Coordinate client (and others) visits to Arlington site (travel, lodging, meals, meetings, entertainment)
- Coordinate gifts for clients and department team members
BENEFITS & PERKS*
We believe in investing in our co-workers by providing benefits that support health, financial well-being, personal growth, and life outside of work.
Highlights include:
- Medical, dental, and vision coverage available from your date of hire
- Company-funded Health Savings Account (HSA) contributions
- Industry-leading 401(k) match
- Profit sharing opportunities
- Paid parental leave
- Choice Paid Time Off (PTO)
- Company-paid life and disability insurance
- Unique employee perks including charitable giving, retreats, and long-service sabbaticals
*Benefits and eligibility are subject to applicable plan documents and company policies
Requirements
Qualifications:
- 5+ years of administrative or executive assistant experience, preferably supporting senior leadership.
- Advanced level proficiency in Microsoft Suites (Outlook, Word, Excel and PowerPoint).
- Experience in corporate environments and managing multi-stakeholder coordination.
- Prior experience with expense management, travel planning, and calendar coordination.
- Excellent verbal and written communication skills
- Strong attention to detail and accuracy in managing calendars, documents, and reports.
- Excellent organizational skills with the ability to prioritize tasks and meet deadlines.
- Ability to multi-task in a fast-paced environment.
- Strong problem-solving skills and proactive mindset.
- Event or meeting planning experience is a plus (retreats, client events, cross-departmental meetings).
- Experience coordinating travel and entertainment for executives or clients.
Skills Required
- 5+ years of administrative or executive assistant experience
- Experience supporting senior leadership
- Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
- Experience in corporate environments
- Experience managing multi-stakeholder coordination
- Experience with expense management
- Experience with travel planning
- Experience with calendar coordination
- Excellent verbal and written communication skills
- Strong attention to detail and accuracy
- Excellent organizational skills and ability to prioritize tasks and meet deadlines
- Ability to multitask in a fast-paced environment
- Strong problem-solving skills and proactive mindset
- Event or meeting planning experience
- Experience coordinating travel and entertainment for executives or clients
What We Do
First Rate is a global wealth-technology provider serving wealth-management, asset-management, and bank and trust firms. It offers financial technology, data services, and reporting solutions that aggregate and process investment data, calculate performance, and produce client-ready reports. Its tools help firms improve data accuracy, operational efficiency, transparency, and decision-making, including for alternative investments. The company also provides services and support to help financial firms manage complex portfolios and strengthen advisor-client relationships.
