Executive Assistant Office Manager

Job Title: Executive Assistant / Office Manager

Location (city, state): Irving, TX

Pay: $65,000 - $75,000 per year

About Our Client:

Our client is a leading wealth management firm known for its personalized investment advice and sophisticated financial strategies. They serve a diverse range of clients, including executives, professionals, and individuals in transition, with a focus on simplifying complex financial situations.

Job Description:

We are seeking a highly organized Executive Assistant / Office Manager to support our client's executive team and manage daily office operations. This role will involve handling administrative tasks, maintaining electronic files, and providing comprehensive support to ensure smooth office functioning.

Key Responsibilities:

• Organize and maintain electronic files with accuracy
• Update and manage the CRM system
• Assist advisors with portfolio management and data gathering
• Prepare quarterly conference agendas and client reports
• Format, edit, and distribute market commentary
• Handle client interactions and correspondence
• Oversee the onboarding of new clients and accounts
• Manage office supplies and assist with scheduling and organizational tasks for the owner

Qualifications:

• Bachelor's Degree required
• At least 10 years of experience in an executive assistant or administrative role
• Proficiency in Microsoft Office 365
• Strong communication skills, both written and verbal
• Excellent organizational skills and attention to detail
• Technologically adept and resourceful
• Ability to work effectively in an office environment

Additional Details:

• Type/Length of Assignment: Direct Hire, Full-Time
• Hybrid/Onsite/Remote: On-site (Monday - Friday; 8:30 AM - 5:30 PM)
• Parking: Employee lot provided
• Reports To: Owner

Perks:

• Comprehensive benefits package, including a group plan and 3 weeks of PTO/sick leave
• 3% 401(k) match
• Professional and supportive work environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.