Trademark Hire, LLC
Executive Assistant to the Founder/Executive Chairman - Great company! at Tradem
Trademark Hire, LLC, Dallas, Texas, United States, 75215
Our client, a successful, boutique financial advisory & private wealth management company based in Dallas, TX, has engaged us to place a high-caliber, professional, polished, proactive, efficient, & exceptionally organized individual in the role of Executive Assistant (EA) to the Founder/Executive Chairman (EC).
Key Responsibilities
Proactively maintain the EC’s calendar, prioritizing the most time sensitive matters as scheduling conflicts & last minute requests arise; Coordinate weekly w/ the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, & other commitments
Manage incoming calls, prioritizing & handling them appropriately to ensure smooth day-to-day engagements
Keep the EC well informed of upcoming commitments & responsibilities, following up appropriately
Take ownership of travel logistics for all domestic travel arrangements for the EC & family; Coordinate directly with the travel agent for international travel to confirm all arrangements; Ensure seamless travel experiences with contingency planning for last-minute changes/disruptions; Create detailed itineraries; Maintain travel documentation, memberships, & preference profiles
Coordinate internal/external meetings, ensuring logistics are smooth & well-documented; Prepare materials & send reminders as needed
Assist w/ personal & family-related tasks and logistics; Communicate professionally w/ family members, household staff, & service providers as needed
Assist w/ managing & organizing logistics for company & personal social events/gatherings; Allocate sporting/event tickets to friends, family or clients ensuring the process is seamless & efficient
Utilize modern productivity tools (calendar, email, travel apps, task management platforms) w/ fluency; Maintain digital systems & workflows to increase efficiency; Manage & troubleshoot basic technology needs & serve as a liaison w/ tech support when necessary
Collaborate w/ other departments to gather information & facilitate cross-functional communication
Manage, compose & prepare confidential correspondence, reports, & other complex documents, proofing & editing of all documents to ensure accuracy & consistency
Manage, intercept, prioritize, & delegate emails to streamline communication (after a period of time)
Manage confidential/sensitive matters w/ a high level of confidentiality & utmost discretion
Liaise w/ personal & business associates, philanthropic contacts as needed
Prepare & track expense reports for approval
Assist with projects & initiatives as assigned
Organize & maintain filing systems, & further refine systems & processes to maximize efficiency
About You
You have a nurturing personality & thrive in a high-level support role
You’re a smart self-starter, have a “figure it out” mentality, are proactive, productive, highly organized, know to ask questions when needed, & work well independently & as a team
You have strong time management skills & don’t need to be micromanaged in order to execute
You’re forward thinking, intuitive, & try to always anticipate & remain two steps ahead of your executive’s needs
You provide a courteous & professional point of contact, exhibit a high level of client focus, representing your executive & company in a positive light at all times
You’re driven, confident & diligent, have impeccable attention to detail & strong follow through
You have strong written & verbal communication skills
You’re highly proactive w/ strong organizational & project management skills, reflecting the ability to perform & prioritize multiple concurrent tasks as the business or executive’s priorities dictate
You’re humble, & a great team-player willing to jump in where needed to get things done
You’re honest, display a high level of commitment, personal accountability, responsibility & integrity, utilizing tact, discretion & good judgment at all times, especially when exposed to confidential or sensitive material
You have strong interpersonal skills w/ a demonstrated ability to work w/ high-level executives & across the company as a whole
You have a strong learning mindset, are very resourceful, show initiative, have strong decision-making capability & a proactive approach to problem solving
You have great energy, a calm demeanor, & convey emotional maturity & professionalism
You’re flexible/adaptable & have the ability to pivot as needed
You’re tech-savvy & have experience working with PCs, Macs & Apple technology
You have a good history of job stability, strong references & are looking for a long-term career
Experience/Education
Solid EA experience, with 3+ years directly supporting C-Suite executives (ideally CEO/Founder/Chairman level) in high-trust, fast-paced environments
Proficiency in MS Office (Outlook, Word, Excel, PP & Teams); email management systems, CRM systems, & scheduling tools; solid experience w/ PCs, Macs & Apple technology
Bachelor’s Degree preferred (not required)
Experience in the financial services industry is a plus!
Compensation/Benefits
Base Salary: $125,000-$150,000 + eligible for company revenue performance based annual bonus
PTO (18 days) / Holidays (11)
401K w/ company match
M/D/V
Long / Short term disability
Life & AD&D Insurance
Parental Leave
More
Additional perks: Breakfast & lunch provided 5 days/week, complimentary snacks/coffee/beverages, team building/outings to the Mavs/Stars/Rangers games, Summer & Winter dinner, & other holiday activities/luncheons
Successful completion of reference checks & background check are required prior to employment.
We appreciate your interest in this opportunity & review all submissions. Candidates of interest will be contacted via email w/ a questionnaire to further assess potential fit/next steps. Those not selected will have their resume kept on file for consideration of other opportunities.
Trademark Hire, LLC provides equal opportunity employment, & doesn't discriminate w/ recruitment of candidates or employment on the basis of race, color, religion, gender, sexual orientation, age, national origin, marital status, disability, military status, veteran status, or any other characteristics protected by law.
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Key Responsibilities
Proactively maintain the EC’s calendar, prioritizing the most time sensitive matters as scheduling conflicts & last minute requests arise; Coordinate weekly w/ the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, & other commitments
Manage incoming calls, prioritizing & handling them appropriately to ensure smooth day-to-day engagements
Keep the EC well informed of upcoming commitments & responsibilities, following up appropriately
Take ownership of travel logistics for all domestic travel arrangements for the EC & family; Coordinate directly with the travel agent for international travel to confirm all arrangements; Ensure seamless travel experiences with contingency planning for last-minute changes/disruptions; Create detailed itineraries; Maintain travel documentation, memberships, & preference profiles
Coordinate internal/external meetings, ensuring logistics are smooth & well-documented; Prepare materials & send reminders as needed
Assist w/ personal & family-related tasks and logistics; Communicate professionally w/ family members, household staff, & service providers as needed
Assist w/ managing & organizing logistics for company & personal social events/gatherings; Allocate sporting/event tickets to friends, family or clients ensuring the process is seamless & efficient
Utilize modern productivity tools (calendar, email, travel apps, task management platforms) w/ fluency; Maintain digital systems & workflows to increase efficiency; Manage & troubleshoot basic technology needs & serve as a liaison w/ tech support when necessary
Collaborate w/ other departments to gather information & facilitate cross-functional communication
Manage, compose & prepare confidential correspondence, reports, & other complex documents, proofing & editing of all documents to ensure accuracy & consistency
Manage, intercept, prioritize, & delegate emails to streamline communication (after a period of time)
Manage confidential/sensitive matters w/ a high level of confidentiality & utmost discretion
Liaise w/ personal & business associates, philanthropic contacts as needed
Prepare & track expense reports for approval
Assist with projects & initiatives as assigned
Organize & maintain filing systems, & further refine systems & processes to maximize efficiency
About You
You have a nurturing personality & thrive in a high-level support role
You’re a smart self-starter, have a “figure it out” mentality, are proactive, productive, highly organized, know to ask questions when needed, & work well independently & as a team
You have strong time management skills & don’t need to be micromanaged in order to execute
You’re forward thinking, intuitive, & try to always anticipate & remain two steps ahead of your executive’s needs
You provide a courteous & professional point of contact, exhibit a high level of client focus, representing your executive & company in a positive light at all times
You’re driven, confident & diligent, have impeccable attention to detail & strong follow through
You have strong written & verbal communication skills
You’re highly proactive w/ strong organizational & project management skills, reflecting the ability to perform & prioritize multiple concurrent tasks as the business or executive’s priorities dictate
You’re humble, & a great team-player willing to jump in where needed to get things done
You’re honest, display a high level of commitment, personal accountability, responsibility & integrity, utilizing tact, discretion & good judgment at all times, especially when exposed to confidential or sensitive material
You have strong interpersonal skills w/ a demonstrated ability to work w/ high-level executives & across the company as a whole
You have a strong learning mindset, are very resourceful, show initiative, have strong decision-making capability & a proactive approach to problem solving
You have great energy, a calm demeanor, & convey emotional maturity & professionalism
You’re flexible/adaptable & have the ability to pivot as needed
You’re tech-savvy & have experience working with PCs, Macs & Apple technology
You have a good history of job stability, strong references & are looking for a long-term career
Experience/Education
Solid EA experience, with 3+ years directly supporting C-Suite executives (ideally CEO/Founder/Chairman level) in high-trust, fast-paced environments
Proficiency in MS Office (Outlook, Word, Excel, PP & Teams); email management systems, CRM systems, & scheduling tools; solid experience w/ PCs, Macs & Apple technology
Bachelor’s Degree preferred (not required)
Experience in the financial services industry is a plus!
Compensation/Benefits
Base Salary: $125,000-$150,000 + eligible for company revenue performance based annual bonus
PTO (18 days) / Holidays (11)
401K w/ company match
M/D/V
Long / Short term disability
Life & AD&D Insurance
Parental Leave
More
Additional perks: Breakfast & lunch provided 5 days/week, complimentary snacks/coffee/beverages, team building/outings to the Mavs/Stars/Rangers games, Summer & Winter dinner, & other holiday activities/luncheons
Successful completion of reference checks & background check are required prior to employment.
We appreciate your interest in this opportunity & review all submissions. Candidates of interest will be contacted via email w/ a questionnaire to further assess potential fit/next steps. Those not selected will have their resume kept on file for consideration of other opportunities.
Trademark Hire, LLC provides equal opportunity employment, & doesn't discriminate w/ recruitment of candidates or employment on the basis of race, color, religion, gender, sexual orientation, age, national origin, marital status, disability, military status, veteran status, or any other characteristics protected by law.
#J-18808-Ljbffr