Murray Resources
Job Description
A boutique investment firm is seeking a highly skilled, versatile
Executive Office & Finance Administrator
to provide both administrative and financial support to the firm and its Founder. This individual will play a key role in managing financial processes, capital calls, and reporting, while also handling administrative tasks and personal investment oversight. The ideal candidate is detail-oriented, self-sufficient, and thrives in an environment where they can take ownership of their work with minimal supervision.
Location:
Onsite - Dallas, TX Salary:
$90,000 - $100,000 (Depends on Experience) Position Type:
Direct Hire
Responsibilities:
Manage daily financial operations, including QuickBooks entries, reconciliations, and financial reporting Prepare wire transfers, track discrepancies, and maintain daily cash flow sheets Oversee capital calls, ensuring deadlines are met, and prepare related reports Coordinate with outsourced partners (e.g., accountants, advisory firms, bankers) to obtain K-1s, quarterly financials, and other documentation Provide financial documentation for tax preparation and assist during tax season Maintain organized office and digital files (QuickBooks, Dropbox, Excel, Word, Intuit, ClientSpace) Track monthly and quarterly reports, distributions, and investment-related documentation Manage email communications and follow-up with internal and external stakeholders Provide administrative support for the Founder, including oversight of personal properties, insurance, and household-related payments Handle personal investment reporting and record-keeping with discretion and accuracy Ensure auto and property insurance policies are up to date and paid on time
Requirements:
5+ years of relevant experience in executive administrative support Proficiency with QuickBooks, Microsoft Excel, Word, and cloud-based file management systems Strong organizational skills with the ability to multitask and prioritize in a fast-paced environment Excellent written and verbal communication skills, with a high level of discretion and judgment Self-sufficient and proactive with the ability to take ownership of tasks and deliver results independently Dedicated and reliable, with a track record of commitment to previous roles Detail-oriented and thorough, with strong follow-through Comfortable working autonomously and making decisions Able to balance versatility across financial, administrative, and personal support tasks
#LI-DNI
Meet Your Recruiter
Sarah Colvill Senior Search Director - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.
var isBannerImage = ''; // if isBannerImage is empty or undefined if(isBannerImage''){ jQuery('.jb-recruiter-profile-picture').css('left', '0'); jQuery('.jb-recruiter-profile-picture').css('bottom', '0'); }
A boutique investment firm is seeking a highly skilled, versatile
Executive Office & Finance Administrator
to provide both administrative and financial support to the firm and its Founder. This individual will play a key role in managing financial processes, capital calls, and reporting, while also handling administrative tasks and personal investment oversight. The ideal candidate is detail-oriented, self-sufficient, and thrives in an environment where they can take ownership of their work with minimal supervision.
Location:
Onsite - Dallas, TX Salary:
$90,000 - $100,000 (Depends on Experience) Position Type:
Direct Hire
Responsibilities:
Manage daily financial operations, including QuickBooks entries, reconciliations, and financial reporting Prepare wire transfers, track discrepancies, and maintain daily cash flow sheets Oversee capital calls, ensuring deadlines are met, and prepare related reports Coordinate with outsourced partners (e.g., accountants, advisory firms, bankers) to obtain K-1s, quarterly financials, and other documentation Provide financial documentation for tax preparation and assist during tax season Maintain organized office and digital files (QuickBooks, Dropbox, Excel, Word, Intuit, ClientSpace) Track monthly and quarterly reports, distributions, and investment-related documentation Manage email communications and follow-up with internal and external stakeholders Provide administrative support for the Founder, including oversight of personal properties, insurance, and household-related payments Handle personal investment reporting and record-keeping with discretion and accuracy Ensure auto and property insurance policies are up to date and paid on time
Requirements:
5+ years of relevant experience in executive administrative support Proficiency with QuickBooks, Microsoft Excel, Word, and cloud-based file management systems Strong organizational skills with the ability to multitask and prioritize in a fast-paced environment Excellent written and verbal communication skills, with a high level of discretion and judgment Self-sufficient and proactive with the ability to take ownership of tasks and deliver results independently Dedicated and reliable, with a track record of commitment to previous roles Detail-oriented and thorough, with strong follow-through Comfortable working autonomously and making decisions Able to balance versatility across financial, administrative, and personal support tasks
#LI-DNI
Meet Your Recruiter
Sarah Colvill Senior Search Director - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.
var isBannerImage = ''; // if isBannerImage is empty or undefined if(isBannerImage''){ jQuery('.jb-recruiter-profile-picture').css('left', '0'); jQuery('.jb-recruiter-profile-picture').css('bottom', '0'); }