Executive Personal Assistant

Executive & Personal Assistant
Boutique Wealth Management Firm
Dallas, TX

Successful boutique wealth management firm in Dallas seeks a highly organized Executive & Personal Assistant to support its Founder and CEO. This trusted role blends executive support with meaningful personal logistics and is ideal for someone who enjoys anticipating needs and helping an executive’s world run smoothly.

What You’ll Do

• Manage complex calendars, travel planning, and day-to-day scheduling
• Coordinate personal logistics such as appointments, travel changes, and related needs
• Help manage vendors and logistics across multiple residences
• Assist with meeting follow-up and general administrative coordination
• Serve as a dependable partner supporting the Founder and CEO

What’s Offered

• Competitive salary ($75K–$85K) plus benefits
• Direct support of firm leadership
• Boutique firm environment
• In-office role in Dallas

What You Bring

• Bachelor’s Degree
• 3+ years supporting a senior executive
• Strong organization and proactive problem-solving
• Service-oriented mindset and excellent discretion
• Thrives supporting both business and personal logistics

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Health insurance

Education:

• Bachelor's (Preferred)

Experience:

• Executive Personal Assistant: 2 years (Preferred)

Work Location: In person