Job Description

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

We’re looking for a proactive and detail-oriented Executive Assistant to provide administrative and operational support to our CEO and COO, in close partnership with the Chief of Staff. This is a critical role that ensures our executive leaders can focus on driving strategic initiatives by managing the flow of their day-to-day priorities.

You’ll handle complex scheduling, communications, and logistics, and play a key role in coordinating internal and external engagements. This role is based in Dallas, TX , with an expectation of in-person presence aligned with executive schedules and company needs.

About You:

You are organized, dependable, and thrive in fast-paced environments where priorities shift quickly. You have a strong sense of ownership and pride in anticipating needs before they arise. You’re discreet, thoughtful, and a trusted partner to leadership—ready to handle details big and small with professionalism and care. You enjoy creating calm from chaos, and bring a service-oriented mindset to everything you do.

About the Role:

Executive Support

• Manage dynamic calendars for the CEO and COO, scheduling meetings, resolving conflicts, and optimizing for shifting priorities.
• Prepare daily and weekly briefs, meeting agendas, and background materials to ensure executives are prepared and focused.
• Coordinate travel arrangements, including itineraries, bookings, and expense reports.
• Oversee email and LinkedIn inboxes, flagging urgent items, drafting responses, and tracking follow-ups.
• Support logistics for speaking engagements, conference appearances, and other external-facing responsibilities.
• Serve as a liaison for local community relationships and key external contacts.

Business Operations & Cross-Functional Support

• In partnership with the Chief of Staff, assist with coordinating executive summits, company all-hands, offsites, and team events.
• Partner with the People team to support employee experience efforts such as weekly announcements, wiki maintenance, and company swag logistics.
• Provide administrative support on special projects and internal initiatives, including documentation, scheduling, and task tracking.

Trusted Partnership

• Act as a reliable, professional representative of the executive office—internally and externally.
• Anticipate the needs of the CEO and COO, removing roadblocks and solving problems before they escalate.
• Maintain confidentiality and exercise discretion in all aspects of the role.
• Work closely with the Chief of Staff to ensure coordination across leadership workflows and evolving business needs.

Qualifications

• 2–4 years of experience in an executive assistant, administrative, or operational support role.
• Demonstrated ability to manage multiple priorities with attention to detail and consistent follow-through.
• Strong written and verbal communication skills with a proactive, professional tone.
• Highly organized and dependable, with a track record of sound judgment and problem-solving.
• Comfortable navigating ambiguity and shifting priorities in a dynamic environment.
• Proficiency with Google Workspace, Slack, Zoom, and similar tools; quick to adopt new technology.

Bonus Points for:

• Experience working in a tech company and/or high-growth startup
• Familiarity with event planning logistics, including coordinating company offsites or leadership retreats.
• Ability to draft high-quality written communications on behalf of executive leaders.
• Prior experience working in a hybrid or partially remote team structure.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• • Our salary range for this position is [$72,000 - $97,000], in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories

About Trust & Will:

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

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