Personal Assistant
Delta Dallas is currently partnering with two former CEOs in their search for a Personal Executive Assistant.
In this role, the PA/EA will play a pivotal role in managing a diverse range of tasks related to investments, projects and personal support.
The PA/EA will be responsible for providing comprehensive personal and executive support, ensuring effective management of both personal and professional commitments.
This is a hybrid role with regular meetings at the executives' offices in Uptown and their homes in the Park Cities area of Dallas. Personal Support Responsibilities: Manage and coordinate personal appointments, schedules, travel (domestic and international), etc.
for the executives and their families, ensuring personal and professional calendars are fully synched and conflicts are minimizedManage personal errands, including shopping for the family and household as necessaryAssist with personal meeting and event planning (charity events, family gatherings, parties, etc.
)Coordinate household services, including managing the executives' properties as requested (vendor management and selection, coordinating repairs, etc.
)Assist with personal bookkeeping and financial document management/recordkeeping Executive Support Responsibilities: Coordinate the executives' schedules, including managing appointments, coordinating travel, and setting up meetings (onsite, offsite, and virtual)Prepare and edit documents and presentations as needed for executive communication and meetingsAct as a liaison between the executives and their clients, investors, and other stakeholders as necessaryManage incoming and outgoing communication (emails, mail, packages, etc.)
for the executivesProcess expenses, invoices, and other financial documentation as requiredAssist with special projects as required, including research, event planning, and other ad-hoc tasks Non-negotiable Requirements: Minimum of 5-7 years' experience in a personal support role, combining EA and PA duties, in a private wealth settingMinimum five years' experience coordinating domestic and international travel for executives and their familiesExcellent time management skillsExcellent organizational skillsExtreme discretion and confidentialityStrong written and verbal communication skillsProactive and anticipatory work styleAbility to work independently with excellent problem-solving skills and independent judgmentFlexibility to work outside regular business hours as requiredHigh level of proficiency in the MS Office SuiteExperience working in a MAC environment Because this role is working with independent executives, rather than a corporate office, there are no traditional benefits available.
Qualified candidates must understand that they will be responsible for securing benefits through another resource.