What are the responsibilities and job description for the Executive Assistant position at Dagen?
Job Description:
Seeking a C-Suite Executive Assistant for an investment firm in Dallas. Ideal candidates will have 5-7 years of experience, a degree (not required but ideal), and bookkeeping experience.
Requirements:
- Manage CEO/ and team calendar.
- Heavy scheduling of appointments.
- Handle confidential information.
- Organize and maintain permanent files, records and databases (physical and digital).
- Bookkeeping duties for payables using QuickBooks.
- Arrange travel (domestic & international), accommodation, itineraries, and all correspondence related to arrangements as needed.
- Prepare reports, presentations, and data, as well as maintain files, records, and correspondence.
- Assist with special projects that require project management skills.
Expectations:
- Extremely high level of confidentiality, discernment, and judgment.
- Strong technical knowledge.
- Strong teamwork and collaboration skills.
- Self-motivated, detail-oriented, innovative, and hardworking with the ability and willingness to take the initiative with limited direction/feedback.
- Strong critical thinking skills with a proactive approach to problem-solving with solid decision-making and time management skills.
- Ability to prioritize and meet deadlines in a fast-paced, quickly changing environment. Works well under pressure on time-sensitive tasks and projects and is adaptable in the face of changing priorities while maintaining a high-quality work product.
- Maintain a professional demeanor and a polished professional appearance with a professional level of verbal and written communication skills.
Qualifications:
- Bachelor's degree preferred.
- Proven 5-7 years of experience as an executive assistant.
- In-depth understanding of Microsoft Office suite (e.g., Outlook, Excel, PowerPoint, Word).
- In-depth understanding of Quickbooks, virtual work tools (e.g., Zoom, Teams) and Adobe Pro.
