Executive Assistant Jobs

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Step into a high-impact role at a growing, planning-focused wealth management firm in Dallas, where you’ll be the trusted right hand to the President & Managing Partner and a key force in how the business scales. If you’re a mid-career professional who thrives on managing complexity, tightening operations, and serving as the operational backbone of a lean, entrepreneurial team, this role offers real responsibility, visibility, and room to grow.

What you’ll be doing – 

Executive support & coordination

• Own calendar, meetings, and priorities for a senior leader with a demanding schedule.

• Manage confidential email, correspondence, and inbound requests with professionalism and discretion.

• Prepare materials for internal and external meetings, including agendas, reports, and follow-ups.

Operations & client account support

• Support onboarding and maintenance for hundreds of client accounts and additional model-based accounts (opens, transfers, updates).

• Assign and track model portfolio templates with outsourced investment managers (large asset managers providing turnkey models).

• Keep records clean and current across CRM, custodians, and portfolio tools while helping resolve day-to-day operational issues.

Data, reporting & bookkeeping

• Build and maintain Excel spreadsheets to track clients, accounts, workflows, projects, and deadlines.

• Perform basic bookkeeping in QuickBooks, including expense coding and simple reconciliations in coordination with accounting support.

• Assist with recurring reports and metrics that help leadership understand firm performance and capacity.

Process improvement & projects

• Help document, refine, and standardize processes as a new 2026 service model rolls out and a retiring advisor’s book of business is integrated.

• Run small operational projects from idea to implementation, making sure details are handled and stakeholders stay aligned.

• Act as an internal “traffic controller,” ensuring tasks and initiatives keep moving and nothing falls through the cracks.

Technology & AI enablement

• Learn and leverage productivity and AI tools (e.g., Copilot, Office 365) to streamline documents, analyses, and workflows.

• Spot opportunities to automate or simplify recurring tasks and help the team adopt better, tech-enabled ways of working.

What you'll bring with you – 

• 5–10 years of professional experience, including 3+ years in financial services (RIA, broker-dealer, bank, or similar), operations, client service, or executive support.

• Proven success supporting senior leaders or managing complex workflows in a detail?intensive, regulated environment.

• Strong Excel skills; comfortable building and modifying spreadsheets and formulas. QuickBooks or similar bookkeeping experience preferred.

• Familiarity with what financial planners and/or RIAs do; comfortable around markets and financial concepts without needing to be a portfolio manager.

• Confident, poised communicator (written and verbal) with sound judgment and discretion in handling sensitive information.

• Naturally curious about technology and AI, always looking for ways to improve how work gets done.

• Thrives in a small, entrepreneurial setting where priorities can shift and your ideas for better processes are genuinely welcomed.

• Formal degree is helpful but not required; demonstrated competence, reliability, and judgment matter most.

This role is built for a mid-career professional who wants broader exposure than a typical EA or operations job in a big firm—and who is excited to be the person that leadership and the team rely on to keep the engine running smoothly! 

We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

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Are you ready to be a pivotal part of a dynamic legal team in uptown Dallas?  A prestigious global law firm is seeking an exceptional Litigation Assistant to join their team.  This is a fantastic opportunity to work closely with a well-respected group of attorneys, providing key support in an administrative capacity while making a tangible impact.

They offer competitive pay, great location, benefits and hybrid work schedule of 4 days in office and 1 day remote!

Why This Role Stands Out:

• Diverse Responsibilities: From formatting, inputting, editing legal documents to maintaining legal files to preparing pleadings and discovery documents for filing and service to e-filings to creating pleading and discovery binders, index, file and coordinate case documents and so much more!

• Professional Growth: Work alongside top-tier legal professionals, gaining exposure to intricate processes and high-profile clients. Fine-tune your skills in litigation.
• Team Environment: Collaborate with a supportive team, all dedicated to maintaining excellence in service and legal prowess. Develop your interpersonal skills in an atmosphere that values communication and team efforts.

What We’re Looking For:

• A bachelor’s degree or equivalent hands-on experience.
• 7+ years of litigation experience in a law firm required
• Extensive knowledge of litigation e-filings and trial procedures, federal, state and appellate court procedures, and federal and state court rules is required
• Strong administrative support skills with unwavering attention to detail, strong organizational abilities, and the capacity to thrive under pressure.

This role offers competitive compensation and an excellent benefits package, acknowledging your expertise and contributions. If you are a motivated professional eager to advance your career in a vibrant legal setting, this is your invitation to take the next step!

We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.
 

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To Apply for this Job Click Here

To Apply for this Job Click Here

To Apply for this Job Click Here

Ready for a dynamic, high-trust role supporting senior executives at the heart of investment, philanthropy, and community impact? This Executive and Personal Assistant role is an exceptional chance to serve as a key partner to a visionary CEO and family with influence across private equity, charitable initiatives, and entrepreneurial ventures—all while benefiting from genuine work/life flexibility.

Why Consider This Role?

• Versatile Scope: Each week brings new projects supporting business, philanthropic, and personal domains—never a dull moment!

• Collaborative Culture: Work closely with top-tier professionals and a forward-thinking leadership team who value personal integrity, curiosity, and results.

• Flexibility: Enjoy a schedule that allows for both onsite and remote work, making this ideal for someone who values autonomy and a degree of self-direction.

• Growth and Impact: Play a pivotal role in high-stakes investment projects, educational initiatives, and family operations—your work truly matters.

• Comprehensive Benefits: Competitive annual salary, bonus eligibility, two weeks paid vacation after six months, and full medical benefits.

Key Responsibilities

• Manage complex travel logistics, event/meeting planning, and high-level calendar coordination.

• Support investment team operations, handle expense tracking, vendor/contractor communications, and basic research (including innovative AI tools).

• Interface with a network of business, philanthropic, and community leaders.

• Assist with marketing, fundraising, and the launch of educational initiatives.

• Oversee personal and family logistics—appointments, home service management, project research, and special events.

What Makes You Stand Out

• Prior experience as an Executive or Personal Assistant in a fast-paced, high-trust environment.

• Exceptional organization, judgment, and resourcefulness—someone who anticipates needs before they arise.

• Stellar written and verbal communication skills.

• Tech-savvy with advanced Microsoft Office, Google Suite, and general IT troubleshooting abilities; experience with AI tech is a big plus.

• Bachelor’s degree preferred; affinity for research and analysis highly valued.

• Discretion, grace under pressure, and a strong sense of confidentiality.

Interested?

If you’re eager to contribute, learn, and grow in a trusted partnership with accomplished leaders—and want to be part of a supportive, values-driven environment—apply now for a conversation to learn more. Qualified candidates are encouraged to submit a resume and contact details today.

We are an equal opportunity employer who values diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

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Join a vibrant and prestigious law firm in downtown Dallas as a Legal Assistant supporting their Corporate and Real Estate partners. This firm not only excels in serious business but also fosters a fun and trusting environment where professionals are empowered to thrive. If you have a passion for supporting others and enjoy working in a collaborative and lively setting, this could be your ideal career opportunity.

Why You’ll Love This Role:

• Dynamic Work Culture: Be part of a team that expertly balances diligence with a sense of fun. You’ll be trusted to excel in your role while enjoying a workplace that values camaraderie and mutual support.
• Attractive Compensation: Benefit from a competitive salary, performance bonuses, and a comprehensive benefits package, including paid parking and flexible working hours to maintain a balanced lifestyle.

Your Key Responsibilities Will Include:

• Prepare, edit, format, and proofread various legal documents, such as correspondence, pleadings, and discovery, with meticulous attention to detail.
• E-file documents with the courts demonstrating your knowledge of legal procedures.
• Efficiently managing appointments and travel arrangements.
• Handle incoming and outgoing mail promptly and efficiently, maintaining strict confidentiality.
• Oversee and maintain files, schedule appointments, and track deadlines to ensure the smooth operation of legal proceedings.
• Input attorney billable time and handle reimbursable expenses.
• Perform general office tasks such as filing, faxing, and answering phones.
• Communicate and acquire information on behalf of attorneys, follow up on delegated tasks, and act as a liaison between attorneys, firm personnel, and the courts.
• Assist attorneys with personal business matters, demonstrating your ability to handle a wide range of responsibilities.
• Arrange travel itineraries and process expense reimbursements accurately and efficiently.
• Prepare and handle client correspondence and billing.

Ideal Qualifications:

• A minimum of 5 years of experience managing corporate or real estate transactional cases is required.
• Strong drafting and editing skills
• Managing both paper and electronic filing
• Work well in supporting multiple attorneys at the same time
• Proficiency in Microsoft Office Suite
• Strong typing skills
• Outstanding verbal and written communication skills.
• Excellent organizational skills and attention to detail
• Flexible on the start/end time
• 100% in-office position located in downtown Dallas

Are you ready to take your legal career to the next level in a firm that combines professionalism with a fun atmosphere? If so, we'd love to hear from you!

We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.
 

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To Apply for this Job Click Here

New opportunity with a premier downtown Dallas law firm. Join a close-knit team of collaborative, client-focused attorneys as a Litigation Legal Assistant. If you’re energized by fast-moving work, have a passion for the legal field, and want a role that both challenges and rewards, this could be your next step.
As a Litigation Legal Assistant, you will have the opportunity to provide vital administrative support to multiple attorneys and paralegals. They are known for exceptional commitment to collaboration and inclusivity, and you will play a key role in ensuring the attorneys have the support they need. This exciting opportunity comes with a generous compensation package, inclusive of salary, performance-based bonus, and full benefits (they pay 100% of the employee's health and dental premiums) with exceptional perks (parking is paid for and flexible hours!)
*This is a 100% onsite position in their downtown Dallas office.
Key Responsibilities:

• Prepare, edit, format, and proofread various legal documents, such as correspondence, pleadings, and discovery, with meticulous attention to detail.
• Handle incoming and outgoing mail promptly and efficiently, maintaining strict confidentiality.
• Oversee and maintain files, schedule appointments, and track deadlines to ensure the smooth operation of legal proceedings.
• Input attorney billable time and handle reimbursable expenses.
• Perform general office tasks such as filing and answering phones.
• Communicate and acquire information on behalf of attorneys, follow up on delegated tasks, and act as a liaison between attorneys, firm personnel, and the courts.
• Assist attorneys with personal business matters, demonstrating your ability to handle a wide range of responsibilities.
• Arrange travel itineraries and process expense reimbursements accurately and efficiently.
• Prepare and handle client correspondence and billing.

Requirements:

• 3-5 years of experience as a legal or executive assistant, demonstrating your expertise in the legal field.
• Proficiency in Microsoft Office applications (Word, Outlook, Excel, PowerPoint), enabling you to efficiently produce high-quality documents.
• Excellent verbal and written communication skills, allowing you to effectively communicate with clients, attorneys, and firm personnel.
• Strong organizational skills
• Attention to detail including reading and pulling out details in legal documents and proofreading
• Knowledge of legal terminology and practices, demonstrating your deep understanding of the legal field.
• Ability to handle multiple calendars and draft administrative or court forms proficiently, showcasing your organizational and administrative skills.

If you are ready to take your legal career to the next level and make a significant impact in an outstanding law firm, apply now!
We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment

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