Executive Personal Assistant

2 weeks ago

Dallas TX United States Delta Dallas Full time

Personal Assistant

Delta Dallas is currently partnering with two former CEOs in their search for a Personal Executive Assistant. In this role, the PA/EA will play a pivotal role in managing a diverse range of tasks related to investments, projects and personal support.

The PA/EA will be responsible for providing comprehensive personal and executive support, ensuring effective management of both personal and professional commitments.

This is a hybrid role with regular meetings at the executives’ offices in Uptown and their homes in the Park Cities area of Dallas.

Personal Support Responsibilities:

  • Manage and coordinate personal appointments, schedules, travel (domestic and international), etc. for the executives and their families, ensuring personal and professional calendars are fully synched and conflicts are minimized
  • Manage personal errands, including shopping for the family and household as necessary
  • Assist with personal meeting and event planning (charity events, family gatherings, parties, etc.)
  • Coordinate household services, including managing the executives’ properties as requested (vendor management and selection, coordinating repairs, etc.)
  • Assist with personal bookkeeping and financial document management/recordkeeping

Executive Support Responsibilities:

  • Coordinate the executives’ schedules, including managing appointments, coordinating travel, and setting up meetings (onsite, offsite, and virtual)
  • Prepare and edit documents and presentations as needed for executive communication and meetings
  • Act as a liaison between the executives and their clients, investors, and other stakeholders as necessary
  • Manage incoming and outgoing communication (emails, mail, packages, etc.) for the executives
  • Process expenses, invoices, and other financial documentation as required
  • Assist with special projects as required, including research, event planning, and other ad-hoc tasks

Non-negotiable Requirements:

  • Minimum of 5-7 years’ experience in a personal support role, combining EA and PA duties, in a private wealth setting
  • Minimum five years’ experience coordinating domestic and international travel for executives and their families
  • Excellent time management skills
  • Excellent organizational skills
  • Extreme discretion and confidentiality
  • Strong written and verbal communication skills
  • Proactive and anticipatory work style
  • Ability to work independently with excellent problem-solving skills and independent judgment
  • Flexibility to work outside regular business hours as required
  • High level of proficiency in the MS Office Suite
  • Experience working in a MAC environment

Because this role is working with independent executives, rather than a corporate office, there are no traditional benefits available. Qualified candidates must understand that they will be responsible for securing benefits through another resource.

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