Job Description

Executive Assistant – Private Wealth Management

Location: Dallas

Salary: $90,000 - $100,000 + Benefits

Employment Type: Full-Time, On-Site

Our client, a prestigious private wealth management firm , is seeking a highly organized and proactive Executive Assistant to provide top-tier support to senior leadership. This role requires exceptional administrative skills, strong project management abilities, and the ability to thrive in a fast-paced, high-touch environment.

Key Responsibilities:

• Calendar Management: Oversee complex scheduling for executives, proactively resolving conflicts and ensuring seamless coordination of meetings and conference calls.
• Meeting Coordination: Arrange conference calls, secure meeting spaces, and coordinate catering and logistics as needed.
• Travel Planning: Research, book, and manage detailed domestic and international travel arrangements, including flights, hotels, ground transportation, and dining reservations. Prepare comprehensive travel itineraries.
• Expense Management: Process and track executive and team expense reports, ensuring accuracy and compliance with company policies. Follow up on reimbursements and discrepancies.
• Communication & Correspondence: Answer and direct phone calls, greet visitors, and act as a liaison between executives, staff, and external business associates. Proofread, edit, and distribute professional correspondence.
• Document & Record Management: Maintain corporate files, retrieve reports, and ensure proper record-keeping for executive projects and compliance-related matters.
• Project Management: Take initiative on special projects such as process documentation, operational improvements, and research tasks to support business growth.
• Event Coordination: Assist with company event planning, holiday gift distribution, and professional membership account management.
• Confidentiality & Compliance: Handle sensitive business and financial information with discretion. Ensure compliance with professional development and licensing requirements for executives.

Qualifications & Experience:

• Bachelor’s degree required (Business, Finance, or related field preferred).
• 7+ years of experience as an Executive Assistant, preferably in private wealth management, private equity, or financial services .
• Exceptional communication and problem-solving skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) OR Google Suite and expense management systems.
• Highly detail-oriented with the ability to anticipate needs and proactively manage responsibilities.
• Ability to juggle multiple priorities and work independently while maintaining a high level of professionalism.

Why Join?

• Work closely with senior leadership in a dynamic and growing private wealth management firm.
• Competitive salary and comprehensive benefits package.
• Opportunity to take on meaningful projects and make a direct impact.

If you are a proactive problem-solver with a passion for high-level executive support, apply today!

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