M Financial Group
We are seeking an Executive Assistant to support our Chief Operating Officer (COO) and up to two other senior leadership team members. In this role, you will deliver high‑level administrative and operational support, ensure seamless coordination of priorities, anticipate your executive’s needs, and foster strong relationships across the organization. The ideal candidate demonstrates exceptional judgment, professionalism, and discretion while managing multiple tasks in a dynamic environment. In addition to supporting assigned executives, this position may provide assistance to other senior leaders as business needs evolve.
Responsibilities
Calendar management and coordination:
align executive schedules with organizational priorities; manage multiple calendars, meetings, agendas, materials, and follow‑up actions
Budget, expense & invoice management:
support business unit budget tracking and process expense reports and invoices in a timely manner
Travel & event coordination:
coordinate domestic travel, prepare detailed itineraries and briefing materials, and support in managing logistics for leadership meetings, off‑sites, and special events
Relationship management:
build and maintain strong relationships across the organization and with external partners (Member Firms, carriers, board members, vendors), representing executives with professionalism and integrity
Communication & gatekeeping:
screen and manage incoming requests, correspondence, and information; act as a trusted liaison to ensure timely and appropriate responses while maintaining confidentiality
Executive communications & documentation:
draft, edit, and manage high‑level communications, reports, presentations, and other materials with accuracy and discretion
Qualifications
Minimum of 5 years of experience supporting multiple senior‑level executives
Bachelor’s degree in business administration, communications, or related field preferred
Experience working with various internal and external partners and stakeholders
Excellent and concise written and oral communication skills
Strong composure and ability to manage multiple competing priorities effectively
Advanced command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, etc.) and other collaboration tools (Zoom, Teams, etc.)
Proven ability developing and assembling Board of Directors presentation decks
Proven ability to navigate role with discretion, confidentiality and independent judgment
Strong organizational, problem‑solving, and time‑management skills
Excellent analysis, critical thinking, and problem‑solving skills
Ability to handle highly confidential and critical information with integrity, discretion, and professionalism
Job Conditions & Environment
This position is based on‑site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
Normal office environment/desk assignment
Travel 5% of the time
Extensive use of PCs, computer terminal, display, keyboard, and mouse
Extensive hands‑on work with documents, spreadsheets, and other written documents
This position description is not intended to be and should not be construed as an all‑inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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Responsibilities
Calendar management and coordination:
align executive schedules with organizational priorities; manage multiple calendars, meetings, agendas, materials, and follow‑up actions
Budget, expense & invoice management:
support business unit budget tracking and process expense reports and invoices in a timely manner
Travel & event coordination:
coordinate domestic travel, prepare detailed itineraries and briefing materials, and support in managing logistics for leadership meetings, off‑sites, and special events
Relationship management:
build and maintain strong relationships across the organization and with external partners (Member Firms, carriers, board members, vendors), representing executives with professionalism and integrity
Communication & gatekeeping:
screen and manage incoming requests, correspondence, and information; act as a trusted liaison to ensure timely and appropriate responses while maintaining confidentiality
Executive communications & documentation:
draft, edit, and manage high‑level communications, reports, presentations, and other materials with accuracy and discretion
Qualifications
Minimum of 5 years of experience supporting multiple senior‑level executives
Bachelor’s degree in business administration, communications, or related field preferred
Experience working with various internal and external partners and stakeholders
Excellent and concise written and oral communication skills
Strong composure and ability to manage multiple competing priorities effectively
Advanced command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, etc.) and other collaboration tools (Zoom, Teams, etc.)
Proven ability developing and assembling Board of Directors presentation decks
Proven ability to navigate role with discretion, confidentiality and independent judgment
Strong organizational, problem‑solving, and time‑management skills
Excellent analysis, critical thinking, and problem‑solving skills
Ability to handle highly confidential and critical information with integrity, discretion, and professionalism
Job Conditions & Environment
This position is based on‑site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
Normal office environment/desk assignment
Travel 5% of the time
Extensive use of PCs, computer terminal, display, keyboard, and mouse
Extensive hands‑on work with documents, spreadsheets, and other written documents
This position description is not intended to be and should not be construed as an all‑inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr