Executive Personal Assistant

Found in: Appcast US C2 - 2 weeks ago

Dallas, United States C-SUITE ASSISTANTS Full time

Executive Personal Assistant on Team Supporting Executive Team, Family Investment Office, Dallas, Texas

A prestigious family investment firm is looking for an Executive Personal Assistant to work with the Senior Executive Personal Assistant to help support the CEO and C-Suite team. The ideal candidate has 5 years of experience working at a financial services firm supporting a team. This is an exciting opportunity for someone who enjoys a fast-paced environment and is a true team player. The ideal candidate also has great attention to detail, superior organizational skills and is a pro-active problem -solver.

About the Job:

Work closely with the Senior Executive Personal Assistant to support the C-Suite and be a back-up taking on duties as fit. The Executive Personal Assistant will report to the current Executive Assistant and get trained to understand the needs of senior leadership

Arrange complex calendars and scheduling of meetings, personal and professional

Arrange international and domestic travel arrangements, personal and professional including family vacations

Handle expense reporting

Assist Operations with AP/payment of invoices

Assist Operations with tracking and updating internal database

Assist Investment Team with tracking potential investment opportunities

Personal errands, as needed. Coordinate personal appointments such as board meetings unrelated to the investment firm, Dr.’s appointments, etc

Arrange lunches, dinners, events, personal and professional

General office management support; order supplies, check in guests, conference room set-up, catering for meetings

Ad hoc projects

Off hour availability via cell, within reason

Base Salary Plus Discretionary Bonus;100% Health Care Coverage for employee and family

About You:

Five years of experience supporting C-Suite executives, and/or a team of Managing Directors/Partners at an investment/financial firm

Bachelor’s Degree

Very detail oriented with the ability to work independently to solve problems and anticipate needs

High level of integrity and discretion in handling all confidential information; high emotional and intellectual intelligence

Excellent Microsoft Office Suite skills; excellent written and verbal communication skills

A team player willing to handle jobs big and small to make the executives’ life easier

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