Executive Assistant

Dallas, TX

Full Time

Corporate

Mid Level

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., with local roots in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Executive Assistant will perform a variety of administrative tasks and support some of our company’s Executives. The Executive Assistant’s responsibilities include managing calendars, making travel arrangements and preparing various reports. To be successful in this role, they should be well-organized, have great time management skills and be able to act without guidance.

Essential responsibilities and tasks of the Executive Assistant are:

Act as the point of contact among executives, employees, clients and other external partners
Manage information flow in a timely and accurate manner
Manage executive’s calendar and schedule meetings
Make travel and accommodation arrangements
Create and submit expense reimbursements
Format information for internal and external communication – memos, emails, presentations, reports
Preparing reports, memos and other documents
Researching and collecting data to prepare documents for review and presentation
Helping prepare for meetings
Additional duties as required

Successful Executive Assistant candidates will have:

A minimum of 5 years’ experience of Executive Support is required
Experience in Wealth Management/Finance is highly preferred
Experience in Salesforce and Concur helpful
In-depth experience with MS Office suite
Ability to organize a daily workload by priorities
Must be able to meet deadlines in a fast-paced quickly changing environment
A proactive approach to problem-solving with strong decision-making skills
Professional level verbal and written communications skills
Discretion and confidentiality

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This position will work from our Corporate Office in Dallas, TX. Are you able to commute to this location?*

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Level Four Group, LLC

Level Four offers a variety of career opportunities to job seekers who are looking to foster their professional growth.

Executive Assistant

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