Asset & Wealth Management, Administrative Assistant, Dallas

Job description

Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day operational support, while exercising sound judgment, discretion, and professionalism at all times. Coverage needs may evolve based on business priorities and location. Key Responsibilities: Administrative & Business Support - Provide administrative support across multiple sleeves in a complex team environment; provides backup team support to peer assistants as needed. - Execute high-volume signature processes by coordinating with Legal and Execution teams to ensure accuracy while meeting deadlines. - Manage quarterly formatting process of quarterly investor letters, upholding firm standards. Calendar, Meetings & Communications: - Proactively manage dynamic & complex calendars across multiple time zones, prioritizing meeting requests and coordinating internal and external meetings, conference calls, and video conferences. - Anticipate potential calendar conflicts and e...