Executive Assistant

M Financial GroupDallas, TX
30dHybrid

About The Position

We are seeking an Executive Assistant to support our Chief Operating Officer (COO). In this role, you will deliver high-level administrative and operational support, ensure seamless coordination of priorities, anticipate your executive’s needs, and foster strong relationships across the organization. The ideal candidate demonstrates exceptional judgment, professionalism, and discretion while managing multiple tasks in a dynamic environment. In addition to supporting assigned executives, this position may provide assistance to other senior leaders as business needs evolve.

Requirements

  • Minimum of 5 years of experience supporting multiple senior-level executives
  • Bachelor’s degree in business administration, communications, or related field preferred
  • Experience working with various internal and external partners and stakeholders
  • Excellent and concise written and oral communication skills
  • Strong composure and ability to manage multiple competing priorities effectively
  • Advanced command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, etc.) and other collaboration tools (Zoom, Teams, etc.).
  • Proven ability developing and assembling Board of Directors presentation decks
  • Proven ability to navigate role with discretion, confidentiality and independent judgment
  • Strong organizational, problem-solving, and time-management skills
  • Excellent analysis, critical thinking, and problem-solving skills
  • Ability to handle highly confidential and critical information with integrity, discretion, and professionalism

Nice To Haves

  • Project management experience a plus

Responsibilities

  • Calendar management and coordination: align executive schedules with organizational priorities; manage multiple calendars, meetings, agendas, materials, and follow-up actions
  • Budget, expense & invoice management: support business unit budget tracking and process expense reports and invoices in a timely manner
  • Travel & event coordination: coordinate domestic travel, prepare detailed itineraries and briefing materials, and support in managing logistics for leadership meetings, off-sites, and special events
  • Relationship management: build and maintain strong relationships across the organization and with external partners (Member Firms, carriers, board members, vendors), representing executives with professionalism and integrity
  • Communication & gatekeeping: screen and manage incoming requests, correspondence, and information; act as a trusted liaison to ensure timely and appropriate responses while maintaining confidentiality
  • Executive communications & documentation: draft, edit, and manage high-level communications, reports, presentations, and other materials with accuracy and discretion
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service