Managing Director Assistant- Dallas, TX

Asset management firm seeking an Assistant who will support the management team. The Assistant plays a vital role in managing and maintaining client relationships between the management team with both internal and external clients. College degree. Minimum 3-5 full years of administrative or executive support experience. Hours: 8:00am-5:00pm. Duties:

• Scheduling and maintaining meetings, appointments and travel plans to effectively manage the calendar for management

• Coordinating with Private Client Coordinators to provide full-time reception coverage on a rotating schedule

• Coordinating complex, senior-level internal/external meetings and conference calls

• Handling a high volume of phone calls from external clients as well as internal contacts

• Providing general administrative duties including writing and editing correspondence, database maintenance, reconciling monthly expenses, filing, scheduling, faxing, and management reporting

• Working directly with clients in all aspects of client servicing

• Preparing presentations and reports for management, clients or prospects

Please send resume as an attached Word document or PDF file to jobs@westcoastfinancialjobs.com.

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