Executive Assistant - Private Wealth Management

TownTasks

Location: Dallas, Texas, USA

Category: Administration

Salary: 90,000 - 100,000 USD / yearly

Full-time

Job Description

Join a prestigious private wealth management firm as an Executive Assistant providing top-tier support to senior leadership. Ideal for those with exceptional administrative skills and a proactive mindset.

Responsibilities

Oversee complex scheduling for executives
Arrange conference calls and meeting spaces
Research, book, and manage detailed travel arrangements
Process and track expense reports
Act as a liaison between executives and external business associates
Maintain corporate files and ensure proper record-keeping
Take initiative on special projects to support business growth
Assist with event planning and professional membership account management

Qualifications

Bachelor’s degree required (Business, Finance, or related field preferred)
7+ years of experience as an Executive Assistant
Proficiency in Microsoft Office Suite or Google Suite
Highly detail-oriented with excellent communication and problem-solving skills
Ability to juggle multiple priorities and work independently

Perks & Benefits

Work closely with senior leadership, competitive salary, comprehensive benefits package, opportunity to take on meaningful projects and make a direct impact.

Why Join Us?

Join a dynamic and growing private wealth management firm, work closely with senior leadership, competitive salary, comprehensive benefits package, opportunity to take on meaningful projects and make a direct impact.