Job Description

Job Description:

Seeking a C-Suite Executive Assistant for an investment firm in Dallas. Ideal candidates will have 5-7+ years of experience, a degree (not required but ideal), and bookkeeping experience.

Requirements:

• Manage CEO/ and team calendar.
• Heavy scheduling of appointments.
• Handle confidential information.
• Organize and maintain permanent files, records and databases (physical and digital).
• Bookkeeping duties for payables using QuickBooks.
• Arrange travel (domestic & international), accommodation, itineraries, and all correspondence related to arrangements as needed.
• Prepare reports, presentations, and data, as well as maintain files, records, and correspondence.
• Assist with special projects that require project management skills.

Expectations:

• Extremely high level of confidentiality, discernment, and judgment.
• Strong technical knowledge.
• Strong teamwork and collaboration skills.
• Self-motivated, detail-oriented, innovative, and hardworking with the ability and willingness to take the initiative with limited direction/feedback.
• Strong critical thinking skills with a proactive approach to problem-solving with solid decision-making and time management skills.
• Ability to prioritize and meet deadlines in a fast-paced, quickly changing environment. Works well under pressure on time-sensitive tasks and projects and is adaptable in the face of changing priorities while maintaining a high-quality work product.
• Maintain a professional demeanor and a polished professional appearance with a professional level of verbal and written communication skills.

Qualifications:

• Bachelor's degree preferred.
• Proven 5-7+ years of experience as an executive assistant.
• In-depth understanding of Microsoft Office suite (e.g., Outlook, Excel, PowerPoint, Word).
• In-depth understanding of Quickbooks, virtual work tools (e.g., Zoom, Teams) and Adobe Pro.

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