Executive Assistant

Our client, a privately held firm in the banking industry, is seeking an Executive Assistant to support its President/CEO.

The Executive Assistant will be responsible for supporting the President and CEO in all administrative and client-facing matters. It is a unique opportunity to act as a strategic business partner to the executive, while providing VIP-level client service to the firm???s clientele.

This role is 100% onsite at our client???s offices in the Preston Center area of Dallas.

Responsibilities will include:

• Managing the President/CEO???s busy calendar in Microsoft Outlook
• Scheduling meetings and events, including executive meetings, conferences, and social events, including all logistics (travel, transportation, agendas, catering, etc.)
• Managing executive correspondence, reports, presentations, etc.
• Processing expenses for the President/CEO
• Managing vendor relationships, including contract negotiations
• Providing white-glove customer service to clients, including providing information on the firm???s services and products as necessary
• Recordkeeping and database management
• Acting as a team with other executive support professionals in the firm to ensure the office is always running at peak capacity, including general office/facility management duties (maintaining the kitchen/breakroom, ordering office supplies, greeting clients from the front desk, etc.)

Requirements include:

• Minimum five years??? experience as an Executive Assistant to a President or CEO
• Bachelor???s degree highly preferred
• Experience working in a high net-worth family office or private investment office
• Proven qualifications in client services, preferably within the banking or financial services industry
• Top-notch communication skills, verbal and written
• Attention to detail
• Sense of urgency, time management skills, and critical thinking skills
• Ability to work with highly confidential information, maintaining discretion at all times
• Expert skills within the MS Office Suite and expense management software (CentreSuite experience highly preferred)
• CRM or database experience highly preferred

Our client offers a strong benefits package including bonuses and performance-based incentives, comprehensive insurance coverage, a 401K with a company match, a PTO program, and opportunities to learn and grow with the firm.