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Executive Assistant to the CEO - Family Office

Dallas, TX 75219

Posted: 05/31/2024 Industry: High Priority Job Number: 2209413 Pay Rate: 80k/year - 135k/year

Job Description

Executive Assistant – Family Office


Rapidly growing Investment Management Firm & Family Office is seeking an Executive Assistant to support the CEO alongside a Senior Executive Assistant.




  • Maintain schedules in both Outlook and Word
  • Anticipate the team’s needs with all communications, tasks, meetings, and projects
  • Coordinate meetings, calendar management, expense report management
  • Assist with complex business and personal travel arrangements for the CEO and other key team members; create detailed itineraries and agendas as necessary
  • Prepare internal and external correspondence, presentations, reports, and other documents
  • Partner with other key team members to schedule offsite meetings
  • Attend meetings to document discussions, action items and critical dates
  • Assist with personal matters, including but not limited to, domestic and international travel, vehicle maintenance, insurance, household errands, etc.
  • Provide support to accounting as necessary with personal account maintenance and expense coding
  • Assist with event planning and coordination for corporate and personal events




  • Bachelor’s Degree
  • 3+ years of experience supporting c-level executives and/or senior investment professionals
  • Strong administrative and organizational skills, including experience with travel arrangements
  • Experience dealing with diverse groups of people, including board members, investors, senior executives, family members, etc,
  • Make appropriate, informed decisions regarding the CEO’s priorities and schedule
  • Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround
  • Ability to handle confidential and sensitive information with the utmost discretion
  • Ability to complete a high volume of tasks and projects efficiently with limited guidance
  • Strong degree of professionalism
  • Ability to effectively multitask and prioritize
  • Strong time management skills
  • Strong verbal and written communication skills
  • Proactive approach to problem-solving with strong decision-making skills
  • In-depth understanding of entire MS Office suite, Google Docs, Google Sheets, Zoom and Teams

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