Office Manager
3 weeks ago
Insight Global is seeking an Office Manager / Receptionist to join a global late stage investment firm based in Dallas, TX on a full-time basis.
Our client is a leading global investment firm with best-in-class private technology companies and sophisticated investors around the world. Over the last decade, this organization has established its reputation as a reliable and flexible source of capital through primary and secondary equity, debt, and structured product investments.
We are seeking a highly organized and proactive Office Manager to provide comprehensive support for the headquarters office. Daily responsibilities encompass calendar management, meeting coordination, travel and logistics arrangements, office inventory and coordination, event management, and prioritization across internal leaders. They should demonstrate the capacity to handle sensitive information with excellent judgment, diplomacy, and discretion. The opportunity is a fully in-office position based out of our Dallas, Texas HQ.
Responsibilities include but are not limited to:
- Office Management: Oversee daily office operations, including managing office supplies, equipment, and facilities to ensure a productive work environment.
- Client Interaction: Serve as the primary point of contact for high-net-worth clients, ensuring their needs are met with professionalism and discretion.
- Administrative Support: Provide comprehensive administrative support to the executive team, including scheduling meetings, managing calendars, and coordinating travel arrangements.
- Financial Coordination: Assist with basic financial tasks such as invoices, expense reporting, and budget tracking.
- Event Planning: Organize and coordinate company events, meetings, and client functions.
- Vendor Management: Liaise with vendors and service providers to maintain office operations.
- Compliance: Ensure compliance with company policies and industry regulations.
Requirements:
- 2+ years of experience in office management, preferably within a financial or investment environment.
- Bachelor’s degree in business administration, Finance, or a related field is preferred; Completed HS Diploma or GED required.
- Strong organizational and multitasking abilities
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Familiarity with financial software and tools is a plus
- Professional demeanor and ability to handle confidential information.
Benefits:
- Competitive compensation and benefits
- Investment Opportunities: As an accredited employee or obtain a Series 7 license, you will have the exclusive opportunity to invest in the deals we offer. We believe in fostering a culture of shared success, and by investing in our offerings, you can potentially benefit from the financial upside of our ventures. This benefit allows you to align your interests with the company's growth and participate in exciting investment opportunities.
- Health and Dental Insurance: We prioritize the health and well-being of our employees by offering comprehensive and top-tier health and dental insurance plans.
- Unlimited PTO (Paid Time Off): We understand that taking time off is essential for maintaining a healthy work-life balance. That's why we offer unlimited PTO to our employees. You have the flexibility to take time off as needed, allowing you to recharge, spend quality time with loved ones, pursue personal interests, or handle any unforeseen circumstances. We trust our employees to manage their time effectively while ensuring their responsibilities are met.
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