Executive Assistant - Southlake, United States - Delta Dallas

Delta Dallas Southlake, United States

3 weeks ago

Description

Our client, a boutique financial firm in Southlake, is searching for an experienced Executive Assistant to support a Senior Partner and 4-5 Principals.

The ideal candidate will have a minimum of a Bachelor's degree, five years' experience supporting multiple global executives, and the ability to work within a team of executive support professionals to support the firm's objectives.

Our client requires candidates to have proven experience supporting multiple executives with domestic and international travel, constantly changing calendars and schedules, high-volume meeting planning and prep, and expense reporting. Entry-level administrative candidates will not be considered.

This role is on-site four days weekly in the firm's Southlake office.

Responsibilities:

Manage and update multiple complex calendars on a global basis
Coordinate global travel for multiple executives and investors (commercial and private travel)
Coordinate on- and off-site meetings with internal and external stakeholders
Manage all client communications
Plan all details for executives' attendance at up to 20 board meetings per year (travel, lodging, meals, etc.)
Team with other executive support professionals internally to plan annual conferences, management meetings, company events and retreats
Manage and reconcile expenses in Concur

Minimum Qualifications: Knowledge, Skills, and Attributes:

Minimum five years' experience in an executive support role, preferably on a global basis
Experience working in the finance industry or a professional services setting highly preferred
Excellent customer service skills and positive attitude
Ability to work in a team-oriented environment, where collaboration with other executive support professionals is regularly required
Excellent written and verbal communication skills, with the ability to communicate on behalf of the executives as necessary
Strong technical skills, specifically within the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Concur required; experience with CRM and QuickBooks highly preferred
Excellent problem-solving and conflict management skills
Strong independent judgment; ability to make informed decisions with no guidance is a must
Excellent time management and multitasking skills
Availability to work outside of normal working hours as necessary, due to the global nature of the executives' roles

Our client offers an excellent benefit package, including fully paid healthcare premiums, a fully funded HSA account, a cell phone allowance, and a healthy 401K match.

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