Job Description

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) . The Executive Chairman travels frequently, & has a lot of demands on his time within the workplace, family, & community service. He is seeking a career EA & right-hand partner that operates at the top of their game - someone hands-on, fully engaged, collaborates seamlessly across the organization, is in the trenches w/ him each day, moves w/ the pace & energy that defines how he operates, & is an advocate that represents him in a helpful, positive, & professional way while staying closely aligned with the firm’s culture & values. The EA’s priority will be to help make the EC’s life more efficient, better organized, & more effective, allowing him to stay focused on leading the firm & serving their clients. The EA should be able to manage a heavy workload, prioritize & manage multiple tasks w/ minimal supervision, thrive under pressure, operate w/ precision, think two steps ahead, & perform at the highest level in a fast-paced environment. *Local DFW candidates only*

This is a full-time, in-office role that encompasses both executive & personal support, as the Executive Chairman’s world all blends together. The EA will be entrusted w/ sensitive & confidential information, displaying the highest level of discretion & 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, positive & calm can-do attitude, 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, an ability to seamlessly multi-task, manage both professional & personal needs, identify priorities, as well as work well independently & as a team, is essential in this role.

Hours: M-Th. 7:45am-5:15pm &  Fri. 7:45am-3:15pm. Flexibility to stay a little later as needed to help the EC close out the day. Additional flexibility is needed to receive communications via email/text/Teams/phone outside of normal business hours, responding to urgent needs immediately, & prioritizing others accordingly (next business day, etc.).

Location: Dallas, TX (off Dallas N. Tollway near Addison area)

About the Company: 

The client has been named among Dallas Business Journal's Best Places to Work in N. Texas the past 4 years, & recognized in Barron's Top Financial Advisors & Forbes Best-In-State Wealth Advisors, among others. They offer personalized financial planning & wealth management for families, corporate executives, closely held businesses, people in transition & not-for-profit institutions. Their culture is collaborative & is reflected in the nature of their client relationships & directly stems from their mutual respect for those within their firm. The relationships w/ their clients are the most important aspect of their business, & they strive to make every relationship a personal one. 

About the Founder/Executive Chairman:

The Founder/Executive Chairman specializes in working w/ high net-worth individuals to manage their wealth & estates, & he helps businesses maximize their wealth transitions & protect key executives. He’s a frequent keynote speaker at industry events, a highly sought advisor for other wealth managers, & is #7 in the Forbes Best-in-State Wealth Advisors rankings for 2025, his 5th consecutive ranking. He was also named to the list of Barron’s Top 1,200 Financial Advisors & AdvisorHub magazine’s list of Advisors to Watch in from 2022-2025. The Executive Chairman has been an active leader & member of numerous civic & community boards, as well as a dedicated volunteer. He & his wife are generous w/ their time & resources, & 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 & 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 & initiates 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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