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 5-7 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.
