The Challenge
A high-net-worth entrepreneur in Fort Worth—owner of multiple companies in the energy sector and actively expanding a new venture—needed a highly capable Executive Personal Assistant to act as a true strategic partner across both business and personal domains. The ideal candidate needed exceptional judgment, strong financial acumen, deep organizational skills, and the ability to manage an ever-changing workflow with minimal oversight.
This role required mastery in calendar management, communication oversight, travel coordination, and personal support, along with the flexibility to attend meetings, handle confidential financial matters, and oversee personal and household projects and renovations. The executive also maintains an extensive wine collection, which this assistant would oversee. The executive sought someone proactive, tech-savvy, resourceful, and capable of driving initiatives forward in a fast-paced, hybrid environment.
Our Solution
C-Suite Assistants conducted a highly targeted search through our national network of senior-level Executive Personal Assistants, focusing on candidates with experience supporting entrepreneurs, managing complex professional and personal responsibilities, and operating within private equity, energy, or entrepreneurial settings. We prioritized individuals with strong financial literacy, exceptional communication skills, advanced organizational ability, and a proven capacity to anticipate needs and execute with precision.
After a robust evaluation process—including behavioral interviews, technical assessments, and verification of experience supporting multifaceted executives—we identified an outstanding Executive Personal Assistant with extensive C-suite support experience, strong accounting knowledge, and the strategic mindset required to serve as the executive’s right hand. Our client selected our candidate, who quickly became indispensable across all aspects of the entrepreneur’s work and personal life, providing stability across competing priorities and enabling sustained focus on business growth and expanding ventures.
