Executive Assistant

ABOUT RED OAK Red Oak is the purpose-built compliance and distribution platform trusted by the biggest names in financial services. More than half of the top 20 global asset managers are Red Oak clients — including BlackRock, Vanguard, PIMCO, and Morgan Stanley. Over 15 years we've grown into the sole-source integrated compliance platform in our space, scaling to roughly $45M in ARR at about 60% year-over-year growth. We've earned a spot on the Inc. 5000 seven years running and the RegTech100 six years in a row. WHY THIS ROLE MATTERS Red Oak's CEO operates in a demanding, high-velocity environment — extensive travel, multi-time-zone coordination, client engagement, and cross-functional leadership across a roughly 200-person organization. This role exists to protect and multiply that time: ensuring commitments are tracked and executed, board-ready materials land on schedule, and the metrics and action items that surface in meetings get the follow-through they need. The Executive Assistant is an extension of the CEO's presence and voice, driving continuity and accountability across the business. It's a highly autonomous seat that rewards judgment, initiative, and discretion — and it's a proven launchpad: the person previously in this role was promoted into a Business Operations position. High autonomy. High trust. A real path forward. WHAT SUCCESS LOOKS LIKE - The CEO's time is demonstrably maximized — less spent on logistics, calendar conflicts, and follow-up tracking, more on strategy, clients, and decisions. - 95%+ of tracked action items and commitments closed by their due date, with zero commitments dropped. - Data and metrics requested in meetings are investigated, validated at the source system, and delivered within 24–48 business hours. - Board and executive materials arrive on schedule and review-ready, with minimal rework required from the CEO or Finance. - Travel, events, and scheduling run seamlessly; last-minute changes are absorbed proactively and the calendar reflects protected, strategic time. THE ROLE You'll be the force multiplier behind the CEO — operating across Red Oak's full technology stack, moving fluidly between calendar, logistics, board materials, and data investigation, and exercising independent judgment across competing priorities. This is execution at a high bar, with the trust and autonomy to match. RESPONSIBILITIES - Manage the CEO's complex calendar across multiple time zones — scheduling, conflict resolution, meeting prep, and proactive coordination with internal and external stakeholders - Coordinate all travel logistics from Austin — flights, accommodations, ground transportation, itineraries, and real-time adjustments as business needs shift - Plan and execute team events, client dinners, and other business events with seamless logistics aligned to Red Oak's brand and client experience - Track, follow up on, and close meeting action items and commitments made by the CEO, driving accountability across departments - Prepare and maintain board-level and executive materials — including board deck assembly, data gathering, and iteration with the CEO and Finance — and coordinate board meeting logistics and correspondence with the executive team - Investigate metrics, statistics, and data that surface in meetings using Red Oak's core systems — Monday, HubSpot, Salesforce, Gong, and Rillet — and provide supporting analysis and drill-downs - Conduct financial analysis and compile data reports to support the CEO's strategic initiatives and leadership discussions - Operate and extend AI tools daily — Claude is Red Oak's primary AI platform — to automate recurring reporting, surface insights, flag calendar and action-item trends, and accelerate access to data. You'll build and maintain lightweight AI-assisted workflows, not duplicate them by hand - Represent the CEO's voice and authority in meetings when the CEO is unavailable, conveying decisions and follow-ups with discretion and clarity - Provide pe…