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Executive Assistant

2 months ago

Southlake, United States Delta Dallas Full time

Our client, a boutique financial firm in Southlake, is searching for an experienced Executive Assistant to support a Senior Partner and 4-5 Principals.


The ideal candidate will have a minimum of a Bachelor’s degree, five years’ experience supporting multiple global executives, and the ability to work within a team of executive support professionals to support the firm’s objectives.


Our client requires candidates to have proven experience supporting multiple executives with domestic and international travel, constantly changing calendars and schedules, high-volume meeting planning and prep, and expense reporting. Entry-level administrative candidates will not be considered.


This is a hybrid role, with four days onsite in our client's Southlake office and one day remote.


Responsibilities:

  • Manage and update multiple complex calendars on a global basis
  • Coordinate global travel for multiple executives and investors (commercial and private travel)
  • Coordinate on- and off-site meetings with internal and external stakeholders
  • Manage all client communications
  • Plan all details for executives' attendance at up to 20 board meetings per year (travel, lodging, meals, etc.)
  • Team with other executive support professionals internally to plan annual conferences, management meetings, company events and retreats
  • Manage and reconcile expenses in Concur


Minimum Qualifications: Knowledge, Skills, and Attributes:

  • Minimum five years' experience in an executive support role, preferably on a global basis
  • Experience working in the finance industry or a professional services setting highly preferred
  • Excellent customer service skills and positive attitude
  • Ability to work in a team-oriented environment, where collaboration with other executive support professionals is regularly required
  • Excellent written and verbal communication skills, with the ability to communicate on behalf of the executives as necessary
  • Strong technical skills, specifically within the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Concur required; experience with CRM and QuickBooks highly preferred
  • Excellent problem-solving and conflict management skills
  • Strong independent judgment; ability to make informed decisions with no guidance is a must
  • Excellent time management and multitasking skills
  • Availability to work outside of normal working hours as necessary, due to the global nature of the executives' roles



Our client offers an excellent benefit package, including fully paid healthcare premiums, a fully funded HSA account, a cell phone allowance, and a healthy 401K match.