Executive Assistant

We are seeking an Executive Assistant to support our Chief Operating Officer (COO). In this role, you will deliver high-level administrative and operational support, ensure seamless coordination of priorities, anticipate your executive’s needs, and foster strong relationships across the organization. The ideal candidate demonstrates exceptional judgment, professionalism, and discretion while managing multiple tasks in a dynamic environment. In addition to supporting assigned executives, this position may provide assistance to other senior leaders as business needs evolve.

Responsibilities:

• Calendar management and coordination: align executive schedules with organizational priorities; manage multiple calendars, meetings, agendas, materials, and follow-up actions
• Budget, expense & invoice management: support business unit budget tracking and process expense reports and invoices in a timely manner
• Travel & event coordination: coordinate domestic travel, prepare detailed itineraries and briefing materials, and support in managing logistics for leadership meetings, off-sites, and special events
• Relationship management: build and maintain strong relationships across the organization and with external partners (Member Firms, carriers, board members, vendors), representing executives with professionalism and integrity
• Communication & gatekeeping: screen and manage incoming requests, correspondence, and information; act as a trusted liaison to ensure timely and appropriate responses while maintaining confidentiality
• Executive communications & documentation: draft, edit, and manage high-level communications, reports, presentations, and other materials with accuracy and discretion

Qualifications:

• Minimum of 5 years of experience supporting multiple senior-level executives
• Bachelor’s degree in business administration, communications, or related field preferred
• Experience working with various internal and external partners and stakeholders
• Excellent and concise written and oral communication skills
• Strong composure and ability to manage multiple competing priorities effectively
• Advanced command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, etc.) and other collaboration tools (Zoom, Teams, etc.).
• Proven ability developing and assembling Board of Directors presentation decks
• Proven ability to navigate role with discretion, confidentiality and independent judgment
• Strong organizational, problem-solving, and time-management skills
• Excellent analysis, critical thinking, and problem-solving skills
• Ability to handle highly confidential and critical information with integrity, discretion, and professionalism

Job Conditions & Environment:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
• Normal office environment/desk assignment
• Travel 5% of the time
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands‑on work with documents, spreadsheets, and other written documents

This position description is not intended to be and should not be construed as an all‑inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.