Executive Assistant - Finance & Accounting

Overview

Westport, CT. The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes Ocean

X, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi. This is a hybrid position based in our Westport, CT office.

Position Summary:

The Executive Assistant will support the Finance & Accounting leadership team for the Dalio Family Office. The Executive Assistant will enable senior leaders to operate efficiently and effectively by providing seamless coverage and support of day-to-day administrative tasks and managing various team initiatives, processes, and other activities. This individual will provide critical leverage by understanding the executives’ goals, working styles, and preferences as well as guard railing for weaknesses.

• Provide direct administrative support for both the Chief Financial Officer and Head of Strategic Financial Initiatives, including:
  • Manage complex and dynamic calendars
  • Liaise with internal stakeholders and external parties for communication and on-site scheduling
  • Coordinate among all schedules, calendars and other shared activities
  • Plan and set up appointments and activities proactively and accurately
  • Ensure efficient use of time while enabling executives’ shifting priorities
  • Process and follow up on service and support needs, including IT, purchasing, facilities, travel, and expense reimbursement
• Support various departmental projects from inception to execution, holding accountability for time management and workflow processes to ensure excellent results
• Ensure executives stay on schedule and meet daily deliverables, monitor, and maintain their task lists, dashboards and workflow
• Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, taking notes as needed, distributing materials, and checking on follow-up items
• Assist with document preparation, management and archiving
• Perform finance administrative transaction processing, such as Concur expense report submission and bank reconciliations
• Support office community and employee caring activities
• Support event planning and coordination of employee milestone celebrations
• Additional duties as assigned

• At least 5 years of Executive Assistant or similar experience in a high intensity office setting, preferably supporting multiple executives
• Discreet and professional handling of sensitive or confidential information with high integrity
• Excellent word processing, filing and organizational skills; proficient with Microsoft Word, Outlook, One Drive, SharePoint; basic Excel knowledge
• Ability to coordinate, prioritize and handle multiple projects simultaneously under minimal supervision
• Experience managing projects in a fast-paced, high-caliber environment
• Experience with , JIRA, Concur, and Sage Intacct
• Ability to organize financial data and conduct light financial analysis (tables, charts, trendlines, etc.)
• Experience coordinating office events and employee-centric activities

Compensation for the role includes a competitive salary in the range from $90,000 - $130,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

We are an equal opportunity employer and do not discriminate in our recruiting, hiring, and promotion processes and in treating employees or applicants. We hire and develop individuals from diverse backgrounds and experiences to contribute to our collaborative culture.