Asset & Wealth Management, Administrative Assistant, Dallas

Job description

Position Overview: Provide high-level, proactive administrative support to a complex team of Managing Directors, lenders, and underwriters. This role requires a high degree of multitasking, discretion, and the ability to navigate a dynamic corporate environment. Job Summary & Responsibilities: - Proactively coordinate and maintain complex and extremely dynamic calendars including coordination of senior-level internal & client meetings, deal reviews, strategically prioritizing meeting requests and all related logistics. - Anticipate potential calendar conflicts and engagements, while proactively resolving all scheduling challenges. - Manage high volume of phones calls, interacting with high level business leaders, executives and clients in a professional and effective manner. - Handles highly confidential and sensitive client information with utmost discretion. - Responds and follows up on client requests in a timely manner. - Coordinates domestic and international travel arrangements, including visa procurement when applicable. - Meticulously process and track expense reports in a timely manner, reconciling credit card statements or related expenses in compliance with firm policy -...