Office Manager and Executive Assistant
2 days ago
Delta Dallas, a dynamic investment organization, is seeking an experienced Office Manager and Executive Assistant to join their team. This role offers a unique opportunity to provide comprehensive support to the CEO while leading office operations and supporting high-net-worth client services.
Key Responsibilities:- Executive Support:
- Collaborate closely with the CEO to manage professional and personal schedules, including complex travel logistics and event coordination.
- Efficiently manage multiple email inboxes, overseeing task delegation to ensure smooth communication and task execution.
- Serve as the primary gatekeeper for the CEO, managing all communication, screening inquiries, and prioritizing appointments and meetings to ensure effective time management.
- Office Management:
- Lead and mentor a team of office staff, providing training and scheduling support to maximize performance.
- Implement performance improvement strategies to enhance office efficiency and deliver exceptional client service within the wealth management space.
- Ensure the organization and maintenance of client records, adhering to compliance and accuracy standards.
- Oversee project timelines and deadlines in accordance with client and regulatory expectations.
- Plan and execute both internal and external events for clients and the organization.
- 10+ years in Office Management, Executive Assistant, or similar roles, ideally within wealth management or financial services.
- Strong leadership skills with demonstrated ability to mentor and motivate teams to achieve high performance.
- Excellent organizational skills with a keen eye for detail and a commitment to accuracy.
- Exceptional communication and interpersonal abilities, adept at working with high-net-worth clients, colleagues, and external partners.
- Prior experience with CRM systems is preferred.
- Bachelor's degree in Business Administration, Finance, or related field preferred.
- Experience arranging private and corporate travel is highly desirable.
We're looking for a driven, strategic, and confident individual with prior management experience. If you're business-minded, capable of seeing the end goal, and making it happen, we want to hear from you.
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