Executive Assistant to the Founder/Executive Chairman - Great company!

Executive Assistant to the Founder/Executive Chairman Get AI-powered advice on this job and more exclusive features. 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, and exceptionally organized individual in the role of Executive Assistant (EA) to the Founder/Executive Chairman (EC) . The Executive Chairman travels frequently and demands a lot of his time within the workplace, family, and community service. He is seeking a career EA & right-hand partner that operates at the top of their game – a hands-on, fully engaged collaborator who works seamlessly across the organization, is in the trenches with him each day, moves with the pace and energy that defines how he operates, and advocates on his behalf in a helpful, positive, and professional manner while staying closely aligned with the firm’s culture and values. The EA’s priority will be to help make the EC’s life more efficient, better organized, and more effective, allowing him to focus on leading the firm and serving clients. The EA must be able to manage a heavy workload, prioritize and manage multiple tasks with minimal supervision, thrive under pressure, operate with precision, think two steps ahead, and perform at the highest level in a fast-paced environment. *Local DFW candidates only* Full-time, in-office role that encompasses both executive and personal support, as the Executive Chairman’s world all blends together. The EA will be entrusted with sensitive and confidential information, displaying the highest level of discretion and trust at all times. This is a great, long-term opportunity (for the right fit!) to join a wonderful company that truly values their team. The ideal candidate has a type‑A work style, strong business acumen, a positive and calm can‑do attitude, a dedicated work ethic, high personal standards of integrity, is emotionally intelligent, courteous, composed, sharp, tactful, resourceful, and forward‑thinking. An exceptional attention to detail, excellent communication skills, the ability to multitask seamlessly, manage both professional and personal needs, identify priorities, and work well independently and as a team are essential in this role. Hours: M‑Th. 7:45 am‑5:15 pm & Fri. 7:45 am‑3:15 pm. Flexibility to stay a little later as needed to help the EC close out the day. Additional flexibility is needed for communications via email/text/Teams/phone outside of normal business hours, responding to urgent needs immediately, and prioritizing others accordingly (next business day, etc.). About the Company The client has been named among Dallas Business Journal's Best Places to Work in N. Texas for the past four years, and recognized in Barron's Top Financial Advisors and Forbes Best‑In‑State Wealth Advisors, among others. They offer personalized financial planning and wealth management for families, corporate executives, closely held businesses, people in transition, and not‑for‑profit institutions. Their culture is collaborative and reflected in the nature of their client relationships and directly stems from mutual respect within the firm. The relationships with clients are the most important aspect of their business, and they strive to make every relationship personal. About the Founder/Executive Chairman The Founder/Executive Chairman specializes in working with high net‑worth individuals to manage their wealth and estates, and he helps businesses maximize wealth transitions and protect key executives. He is a frequent keynote speaker at industry events, a highly sought advisor for other wealth managers, and is #7 in the Forbes Best‑in‑State Wealth Advisors rankings for 2025, his 5th consecutive ranking. He was also named to Barron’s Top 1,200 Financial Advisors and AdvisorHub magazine’s list of Advisors to Watch from 2022‑2025. The Executive Chairman has been an active leader and member of numerous civic and community boards, as well as a dedicated volunteer. He and his wife are generous with their time and resources, and their belief in community service is reflected in the corporate belief system at the firm. Key Responsibilities Include (but not limited to): Proactively maintain the EC’s calendar, prioritizing the most time‑sensitive matters as scheduling conflicts and last‑minute requests arise; coordinate weekly with the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, and other commitments Manage incoming calls, prioritizing and handling them appropriately to ensure smooth day‑to‑day engagements Keep the EC well informed of upcoming commitments and responsibilities, following up appropriately Take ownership of travel logistics for all domestic travel arrangements for the EC and 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, and preference profiles Coordinate internal and external meetings, ensuring logistics are smooth and well‑documented; prepare materials and send reminders as needed Assist with personal and family‑related tasks and logistics; communicate professionally with family members, household staff, and service providers as needed Assist with managing and organizing logistics for company and personal social events/gatherings; allocate sporting/event tickets to friends, family or clients ensuring the process is seamless and efficient Utilize modern productivity tools (calendar, email, travel apps, task management platforms) with fluency; maintain digital systems and workflows to increase efficiency; manage and troubleshoot basic technology needs and serve as liaison with tech support when necessary Collaborate with other departments to gather information and facilitate cross‑functional communication Manage, compose, and prepare confidential correspondence, reports, and other complex documents, proofreading and editing all documents to ensure accuracy and consistency Manage, intercept, prioritize, and delegate emails to streamline communication (after a period of time) Manage confidential/sensitive matters with a high level of confidentiality and utmost discretion Liaise with personal and business associates, philanthropic contacts as needed Prepare and track expense reports for approval Assist with projects and initiatives as assigned Organize and maintain filing systems, and further refine systems and processes to maximize efficiency About YOU: You have a nurturing personality and 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, and work well independently and as a team You have strong time‑management skills and don’t need to be micromanaged to execute You’re forward‑thinking, intuitive, and try to always anticipate and remain two steps ahead of your executive’s needs You provide a courteous and professional point of contact, exhibit a high level of client focus, and represent your executive and company in a positive light at all times You’re driven, confident, and diligent, have impeccable attention to detail and strong follow‑through You have strong written and verbal communication skills You’re highly proactive with strong organizational and project management skills, reflecting the ability to perform and prioritize multiple concurrent tasks as the business or executive’s priorities dictate You’re humble, and 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, and integrity, utilizing tact, discretion, and good judgment at all times, especially when exposed to confidential or sensitive material You have strong interpersonal skills with a demonstrated ability to work with high‑level executives and across the company as a whole You have a strong learning mindset, are very resourceful, show initiative, have strong decision‑making capability, and a proactive approach to problem solving You have great energy, a calm demeanor, and convey emotional maturity and professionalism You’re flexible/adaptable and have the ability to pivot as needed You’re tech‑savvy and have experience working with PCs, Macs, and Apple technology You have a good history of job stability, strong references, and 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, PowerPoint, and Teams); email management systems, CRM systems, and scheduling tools; solid experience with PCs, Macs, and Apple technology Bachelor’s Degree preferred (not required) Experience in the financial services industry is a plus! Base Salary: $125,000—$150,000 + eligible for company revenue performance‑based annual bonus PTO (18 days) / Holidays (11) 401(k) with company match Medical / Dental / Vision (M/D/V) Long‑term and short‑term disability Life & AD&D Insurance & more Additional perks: breakfast and lunch provided 5 days/week, complimentary snacks/coffee/beverages, team‑building/outings to the Mavs/Stars/Rangers games, summer and winter dinner, and other holiday activities/luncheons Successful completion of reference checks & background check are required prior to employment. We appreciate your interest in this opportunity and will review all submissions. Candidates of interest will be contacted via email with a questionnaire to further assess potential fit and next steps. Those not selected will have their resume kept on file for consideration of other opportunities. Trademark Hire, LLC provides equal opportunity employment and does not discriminate in recruitment 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. Seniority level Mid‑Senior level Employment type Full-time Job function Administrative Industries Staffing and Recruiting #J-18808-Ljbffr