Asset & Wealth Management, Alternatives Investing, Administrative Assistant, Dallas

Job Description

Position Overview:

Provide high-level, proactive administrative support to a complex team of Managing Director & Vice President Investors. This role requires a high degree of multitasking, discretion, and the ability to navigate a dynamic corporate environment.

Job Summary & Responsibilities:

• Provides dedicated & dynamic administrative support to multiple investors across our Alternatives Investing sleeves, including our impact investing business – the Urban Investment Group.
• Proactively coordinate and maintain complex and extremely dynamic calendars including coordination of senior-level internal/ external meetings and conference calls, strategically prioritizing meeting requests and all related logistics.
• Anticipate potential calendar conflicts and engagements, while proactively resolving all scheduling challenges. Responds and follows up on client requests in a timely manner.
• Handles highly confidential and sensitive client information with the utmost discretion.
• Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner.
• Coordinates all travel arrangements, both domestic and internation, including visa procurement and other requirements
• Meticulously process and track expense reports in a timely manner, reconciling credit card statements or related expenses in compliance with company policy
• Prepares and distributes correspondence, agendas, letters, reports or other documents as requested
• Supports general office administrative duties (ticket distribution, copying, filing, faxing, archiving, supplies, etc), ad-hoc projects, facilities management and/or event planning as requested.
• Organizes and ships materials to clients as needed; tracks delivery and confirms receipt when appropriate.
• Partners with conference, catering, and other event vendors to support client engagements as needed.
• Maintains understanding of firm policies and can handle certain issues independently.

Qualifications:

• Experience supporting multiple executive(s) in a complex environment, preferably in financial services, private sector or government.
• Demonstrated ability to manage multiple priorities, anticipate needs, and proactively adapt to rapidly challenging demands.
• Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
• Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
• Extreme attention to detail and organizational skills, with ability to prioritize tasks.
• Highest degree of integrity, professionalism, and diplomacy is required.
• Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
• Familiar with expense platforms such as SAP Concur
• Supportive team player with a positive attitude.
• Ideal candidate has at least 5+ years of experience.

This role is fully onsite in the Downtown Dallas office.

• Job Identification 174176
• Job Category Support
• Posting Date 05/19/2026, 03:12 PM
• Locations Dallas, TX, United States

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.