Executive Personal Assistant

6 days ago

Dallas, United States Delta Dallas Full time

We are seeking a highly organized and proactive individual to support our client as an Executive Personal Assistant. Supporting two former CEOs, you will play a pivotal role in managing a diverse range of tasks related to investments, projects and personal needs.


The ideal candidate will provide comprehensive administrative and personal assistance, ensuring smooth daily operations and effective management of both professional and personal commitments. Your efficiency and attention to detail will contribute directly to the two Principal’s continued success.

This will be a hybrid role, with regular meetings at the firm’s Uptown office and at the executives’ homes in the Park Cities area of Dallas.


Key responsibilities will include:

Executive Support:

  • Manage and coordinate the executives’ daily schedules, including meetings, appointments, and travel arrangements.
  • Prepare and review documents, reports, and presentations for meetings.
  • Handle confidential information with discretion and maintain the highest level of professionalism.
  • Liaise with clients, investors, and other stakeholders on behalf of the executives.
  • Coordinate communication and follow-ups on key projects and tasks.
  • Perform general administrative duties, such as answering calls, responding to emails, and handling correspondence.
  • Organize and maintain files, records, and databases.
  • Manage expenses, process invoices, and handle other financial tasks as required.
  • Arrange logistics for meetings, conferences, and events.


Personal Assistance:

  • Manage personal appointments, schedules, and travel plans for executives and their families.
  • Assist with personal bookkeeping and financial recordkeeping.
  • Handle personal errands, including shopping, coordinating household services, and managing property maintenance.
  • Assist with personal projects, such as charity events, family gatherings, and other personal commitments.
  • Ensure personal and professional calendars are synchronized and conflicts are minimized.


Travel Coordination:

  • Plan and book complex travel itineraries (domestic and international), including flights, accommodations, transportation, and dining reservations.
  • Prepare detailed travel agendas and ensure all necessary travel documents are in order.


Special Projects:

  • Assist with special projects as required, including research, event planning, and other ad hoc tasks.


Requirements:

  • Bachelor's degree or equivalent experience in a related field.
  • Minimum of 5 years' experience in an executive assistant or personal assistant role, supporting a high-net-worth individual or in a private wealth setting.
  • Minimum of 5 years’ experience coordinating domestic and international executive travel.
  • Excellent organizational and time management skills.
  • Strong verbal and written communication abilities.
  • High level of discretion and confidentiality.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proactive and able to anticipate needs and issues before they arise.
  • Flexibility to work outside regular business hours as needed.

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