Executive Assistant

Executive Assistant to Chief Financial Officer

Dallas, TX
Full-time, Onsite

The Executive Assistant to the Chief Financial Officer will provide high-level, strategic support to a senior financial executive within a global investment organization. This role requires exceptional judgment, critical thinking, and business acumen, serving as both a trusted partner and operational right hand.

The ideal candidate thrives in a high-performance, detail-oriented environment and brings a mature, composed presence to complex, fast-moving priorities. This position blends traditional executive assistant duties with strategic partnership and light personal support, offering exposure to a broad range of business operations.

Key Responsibilities

Executive Support

• Manage complex scheduling, travel, and expense reporting for a global executive.

• Anticipate needs, prioritize shifting objectives, and align workflows with evolving business demands.

• Coordinate across multiple departments and offices to ensure alignment on deliverables and initiatives.

• Assist with meeting preparation, agenda management, and follow-up on key action items.

• Partner with the CFO to improve internal processes, particularly around travel, communication, and reporting.

• Draft professional correspondence, presentations, and other business documents with a high degree of polish.

• Support event logistics, offsites, and internal meetings as needed.

Personal & Household Support

• Manage household calendar, vendors, and small projects.

• Coordinate home maintenance, appointments, and occasional seasonal needs.

• Assist with light personal errands or household logistics as requested.

Qualifications

• Bachelor's degree required (3.0 GPA or higher preferred).

• Minimum 4+ years of experience supporting senior executives; prior exposure to finance, private equity, or professional services preferred.

• Strong business judgment, discretion, and professionalism in all interactions.

• Excellent written and verbal communication; must demonstrate exceptional clarity and accuracy.

• Highly organized with the ability to manage multiple priorities under tight deadlines.

• Proficiency in Microsoft Office Suite , Adobe Acrobat, and other productivity tools; familiarity with AI tools (e.g., ChatGPT, Notion AI) a plus.

• Confident, composed demeanor with the ability to work autonomously and manage up effectively.

• Demonstrated experience improving systems, processes, or workflows.

Ideal Candidate Attributes

• Strategic Partner - Understands the "why" behind decisions and anticipates next steps.

• High Judgment - Exercises discretion and discernment with sensitive information.

• Mature Presence - Navigates senior leadership dynamics with professionalism and poise.

• Process-Oriented - Identifies inefficiencies and takes initiative to solve them.

• Polished Communicator - Speaks and writes with clarity, precision, and confidence.

• Tech-Savvy - Embraces technology and modern tools to drive efficiency.

• Relationship Builder - Develops trusted, respectful partnerships across teams and departments.