Executive Assistant

Executive/Personal Assistant - Private Family Office

Location:


Dallas, TX (100% on-site)

Position Overview

A sophisticated ultra-high-net-worth (UHNW) family office is seeking an experienced


Executive/Personal Assistant


to provide comprehensive support across executive, personal, and family office functions. This trusted role serves as a strategic partner to principals, ensuring the seamless coordination of business interests, personal affairs, travel, property management, and lifestyle operations.

The ideal candidate is highly organized, discreet, proactive, and service-oriented, with the ability to anticipate needs, manage competing priorities, and execute with exceptional attention to detail. This individual will act as an extension of the principals, providing white-glove support while maintaining the highest standards of professionalism, confidentiality, and judgment.

Key Responsibilities

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  Executive & Administrative Support
  
  
  
  
  
  
  
  
  
  
  
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    Provide high-level administrative support to principals and family.
    
    
    
    
    
    
    
    
  
  
  
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    Manage complex calendars, appointments, meetings, and events across personal and professional commitments.
    
    
    
    
    
    
    
    
  
  
  
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    Coordinate in-person, virtual, and multi-party meetings, ensuring all logistics and materials are prepared.
    
    
    
    
    
    
    
    
  
  
  
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    Review, prioritize, and manage correspondence, communications, invitations, and email follow-up.
    
    
    
    
    
    
    
    
  
  
  
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    Prepare expense reports, track expenditures, and maintain accurate administrative records.
    
    
    
    
    
    
    
    
  
  
  
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    Protect executive time, information, and priorities through thoughtful gatekeeping and proactive planning.
    
    
    
    
    
    
    
    
  
  
  
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    Coordinate effectively with attorneys, accountants, advisors, vendors, and other external stakeholders.
    
    
    
    
    
    
    
    
  
  
  
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    Support administrative activities related to personal real estate holdings and other family assets.
    
    
    
    
    
    
    
    
  
  
  
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    Maintain confidential files, records, passwords, and sensitive documentation.
    
    
    
    
    
    
    
    
  
  
  
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    Assist with recordkeeping, reporting, document management, and administrative processes.
    
    
    
    
    
    
    
    
  
  
  
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    Manage ad hoc projects and requests for principals and family members as needed.
    
    
    
    
    
    
    
    
  
  
  
  
  



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  Travel & Lifestyle Management
  
  
  
  
  
  
  
  
  
  
  
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    Coordinate complex domestic and international travel arrangements, including flights, hotels, ground transportation, itineraries, and reservations.
    
    
    
    
    
    
    
    
  
  
  
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    Collaborate with aviation providers, household staff, property managers, and external partners to ensure seamless travel experiences.
    
    
    
    
    
    
    
    
  
  
  
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    Prepare detailed travel plans and manage logistics for principals, family members, and guests.
    
    
    
    
    
    
    
    
  
  
  
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    Assist with passport, visa, vaccination, medication, and international travel readiness requirements.
    
    
    
    
    
    
    
    
  
  
  
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    Coordinate personal transportation and special accommodations as required.
    
    
    
    
    
    
    
    
  
  
  
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    Manage household supplies, personal errands, shipping, returns, mail handling, and related logistics.
    
    
    
    
    
    
    
    
  
  
  
  
  



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  Events & Special Projects
  
  
  
  
  
  
  
  
  
  
  
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    Coordinate family, business, philanthropic, and social events both onsite and offsite.
    
    
    
    
    
    
    
    
  
  
  
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    Manage event logistics, vendor relationships, invitations, travel coordination, and guest experiences.
    
    
    
    
    
    
    
    
  
  
  
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    Lead special projects from planning through execution while maintaining attention to detail and deadlines.
    
    
    
    
    
    
    
    
  
  
  
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    Provide flexible support for evolving family office and household priorities.
    
    
    
    
    
    
    
    
  
  
  
  
  

Qualifications

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  7-10 years of experience supporting senior executives, principals, family offices, private households, or UHNW families.
  
  
  
  
  
  
  
  



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  Proven ability to manage complex schedules, travel arrangements, and administrative operations.
  
  
  
  
  
  
  
  



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  Experience working with executives, entrepreneurs, investors, family office leadership, or other high-profile stakeholders.
  
  
  
  
  
  
  
  



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  Demonstrated ability to handle highly confidential information with discretion and professionalism.
  
  
  
  
  
  
  
  



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  Exceptional organizational, project management, and prioritization skills.
  
  
  
  
  
  
  
  



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  Strong written and verbal communication abilities.
  
  
  
  
  
  
  
  



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  Resourceful, proactive, and solutions-oriented mindset.
  
  
  
  
  
  
  
  



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  High emotional intelligence, professional maturity, and strong interpersonal skills.
  
  
  
  
  
  
  
  



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  Ability to operate independently while collaborating effectively across multiple stakeholders.
  
  
  
  
  
  
  
  



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  Calm and adaptable under pressure in a fast-paced, ever-changing environment.
  
  
  
  
  
  
  
  



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  Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
  
  
  
  
  
  
  
  



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  Comfortable utilizing modern technology and AI productivity tools.
  
  
  
  
  
  
  
  



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  Bachelor's degree preferred; equivalent experience considered.
  
  
  
  
  
  
  
  



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  Notary Public certification preferred or willingness to obtain.
  
  
  
  
  
  
  
  

Key Attributes

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  Impeccable integrity and trustworthiness.
  
  
  
  
  
  
  
  



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  Service-minded with a hospitality-oriented approach.
  
  
  
  
  
  
  
  



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  Strong attention to detail and commitment to follow-through.
  
  
  
  
  
  
  
  



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  Positive attitude, humility, and strong work ethic.
  
  
  
  
  
  
  
  



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  Ability to anticipate needs before they arise.
  
  
  
  
  
  
  
  



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  Comfortable supporting both business and personal matters with equal professionalism.
  
  
  
  
  
  
  
  



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  Thrives in a highly personalized, relationship-driven environment.
  
  
  
  
  
  
  
  

This is a unique opportunity to join a dynamic UHNW family office environment where no two days are alike and where exceptional service, discretion, and operational excellence are highly valued.

BHDL4360

#MON

Delta Dallas