More jobs:
Executive Assistant
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-22
Listing for:
Southwest Search
Full Time
position Listed on 2026-07-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Responsibilities
- Manage complex calendars and scheduling for senior investment professionals, including meetings and committees
- Coordinate domestic and occasional international travel and related logistics
- Prepare, organize, and format confidential investment materials and reports
- Maintain records, correspondence, and workflows within CRM and investment systems
- Process expenses, invoices, and provide general administrative support to the investment team
- 5+ years of executive assistant experience within wealth management, investment management, or a family office (required)
- Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with investment systems preferred
- Exceptional attention to detail, discretion, and ability to manage multiple priorities
- Strong written and verbal communication skills;
Bachelor’s degree preferred
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