Executive Assistant to Founder​/Executive Chairman D

Our client, a successful, boutique financial advisory & private wealth management company based in Dallas, TX, has engaged us to place a high-caliber, professional, polished, proactive, efficient, & exceptionally organized individual in the role of Executive Assistant (EA) to the Founder/Executive Chairman (EC).

• Proactively maintain the EC’s calendar, prioritizing the most time sensitive matters as scheduling conflicts & last minute requests arise;
  Coordinate weekly w/ the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, & other commitments
• Manage incoming calls, prioritizing & handling them appropriately to ensure smooth day-to-day engagements
• Keep the EC well informed of upcoming commitments & responsibilities, following up appropriately
• Take ownership of travel logistics for all domestic travel arrangements for the EC & family;
  Coordinate directly with the travel agent for international travel to confirm all arrangements;
  Ensure seamless travel experiences with contingency planning for last-minute changes/disruptions;
  Create detailed itineraries;
  Maintain travel documentation, memberships, & preference profiles
• Coordinate internal/external meetings, ensuring logistics are smooth & well-documented;
  Prepare materials & send reminders as needed
• Assist w/ personal & family-related tasks and logistics;
  Communicate professionally w/ family members, household staff, & service providers as needed
• Assist w/ managing & organizing logistics for company & personal social events/gatherings;
  Allocate sporting/event tickets to friends, family or clients ensuring the process is seamless & efficient
• Utilize modern productivity tools (calendar, email, travel apps, task management platforms) w/ fluency;
  Maintain digital systems & workflows to increase efficiency;
  Manage & troubleshoot basic technology needs & serve as a liaison w/ tech support when necessary
• Collaborate w/ other departments to gather information & facilitate cross-functional communication
• Manage, compose & prepare confidential correspondence, reports, & other complex documents, proofing & editing of all documents to ensure accuracy & consistency
• Manage, intercept, prioritize, & delegate emails to streamline communication (after a period of time)
• Manage confidential/sensitive matters w/ a high level of confidentiality & utmost discretion
• Liaise w/ personal & business associates, philanthropic contacts as needed
• Prepare & track expense reports for approval
• Assist with projects & initiatives as assigned
• Organize & maintain filing systems, & further refine systems & processes to maximize efficiency

• You have a nurturing personality & thrive in a high-level support role
• You’re a smart self-starter, have a “figure it out” mentality, are proactive, productive, highly organized, know to ask questions when needed, & work well independently & as a team
• You have strong time management skills & don’t need to be micromanaged in order to execute
• You’re forward thinking, intuitive, & try to always anticipate & remain two steps ahead of your executive’s needs
• You provide a courteous & professional point of contact, exhibit a high level of client focus, representing your executive & company in a positive light at all times
• You’re driven, confident & diligent, have impeccable attention to detail & strong follow through
• You have strong written & verbal communication skills
• You’re highly proactive w/ strong organizational & project management skills, reflecting the ability to perform & prioritize multiple concurrent tasks as the business or executive’s priorities dictate
• You’re humble, & a great team-player willing to jump in where needed to get things done
• You’re honest, display a high level of commitment, personal accountability, responsibility & integrity, utilizing tact, discretion & good judgment at all times, especially when exposed to confidential or sensitive material
• You have strong interpersonal skills w/ a demonstrated ability to work w/ high-level executives & across the company as a whole
• You have a strong learning mindset, are very resourceful, show initiative, have strong decision-making capability &…