Executive Assistant

Job Title: Executive Assistant / Office ManagerLocation: Irving, TXIndustry: Financial ServicesPay: $65,000 - $75,000About Our Client:Our client is a private wealth-management firm known for providing objective investment advice and personalized financial strategies. They cater to a diverse range of clients, including corporate executives, entrepreneurs, and individuals at various life stages.Job Description:We are seeking an experienced Executive Assistant / Office Manager to support our client's team. This role will involve transitioning from a traditional Executive Assistant position to one that includes comprehensive office management responsibilities. The ideal candidate will be local, with experience in a similar industry and office environment.Key Responsibilities:• Maintain and update electronic client files and CRM systems.• Coordinate and schedule quarterly conferences and meetings.• Manage client communications, including phone calls and inquiries.• Support document preparation, including formatting reports and commentaries.• Oversee onboarding of new clients and manage client accounts.• Handle office supplies and ensure efficient office organization.• Document office procedures and assist with meeting agendas and reports.Qualifications:• Bachelor’s Degree• 10+ years of experience in administrative or office management roles• Proficiency in Microsoft Office 365• Excellent written and verbal communication skills• Strong organizational skills and attention to detail• Technologically savvy and quick to learn new systems• Must be able to work on-siteAdditional Details:• Full-time, direct hire position• Working hours: 8:30am-5:30pm (must be the first person in)• Business Casual dress code (jacket required for client meetings)• Parking available in employee lotPerks:• Group health plan• 3 weeks PTO/Sick leave• 3% 401(k) match