What are the responsibilities and job description for the Executive Assistant to the CEO position at Beacon Pointe?
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 hours/week) 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
Beacon Pointe Advisors is one of the nation’s 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, Barron’s, and more. For more information, please visit Awards Disclosures .
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 hours/week) 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 CEO’s 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 partners/vendors to ensure communications are seamless
- Provide administrative support for organizational planning and communication efforts to maximize efficiency
- 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 verbal/written 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.)
Beacon Pointe Advisors is one of the nation’s 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, Barron’s, and more. For more information, please visit Awards Disclosures .