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.
