Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Executive Assistant to the CEO in our Dallas TX office at 3100 Monticello in a full-time 40 hoursweek capacity. The ideal candidate will be responsible for serving as a trusted partner to the CEO by providing high-level executive and personal support and managing critical priorities and day-to-day operations.
Responsibilities
Manage calendar meetings and travel ensuring time management is optimized
Coordinate with CEOs Chief of Staff and Beacon Pointe Executive Leadership team
Support and coordinate communications with Kohlberg Kravis & Roberts KKR our private equity partner
Support board and investor meetings by preparing materials coordinating logistics and setting up the boardroom
Compile notes from meetings
Maintain confidentiality when handling sensitive legal financial and personnel matters
Screen and prioritize incoming communications to ensure critical matters are handled first
Manage expense reports and budgets related to the executive office
Coordinate with internal teams and external business partnersvendors to ensure communications are seamless
Provide administrative support for organizational planning and communication efforts to maximize efficiency
Qualifications
Four-year college degree or equivalent experience required Business Administration Communications or a related field preferred
Minimum 1-2 years of executive-level support experience preferably within the financial services or investment industry
Experience processing expense reports and reimbursements
Experience with calendar management
Excellent interpersonal and verbalwritten skills
Strong commitment to detail with excellent organization and prioritization skills
Proven ability to work in a fast-paced environment evolving work environment and able to multi-task
Proficiency in Microsoft Office Suite Word Excel PowerPoint Office 365 etc.
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients including institutions i.e. endowments foundations high-net-worth individuals and families. Beacon Pointe has been recognized by various industry publications including Forbes Financial Advisor Magazine Barrons and more. For more information please visit Awards Disclosures.