Executive and 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 7-10 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.