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We are looking for an Executive Assistant to support a senior leader within a Financial Services environment in Dallas, Texas. This contract opportunity with permanent potential is ideal for someone who excels at keeping schedules organized, coordinating day-to-day logistics, and creating a seamless experience for both internal and external meetings. The role calls for strong judgment, attention to detail, and the ability to manage multiple priorities while handling administrative, travel, and presentation-related tasks effectively.
Job Responsibility:
Coordinate a busy Outlook calendar by arranging appointments, confirming schedules, and ensuring meetings are planned efficiently
Organize in-person and virtual meetings, including reserving conference space, preparing Zoom sessions, and hosting calls when needed
Maintain organized physical and digital records by filing documents, scanning completed materials, and saving them to the appropriate shared drive locations
Support travel planning by arranging itineraries, booking reservations, and managing related logistics as requested
Prepare and distribute daily call tracking reports while helping keep executive communications and follow-up items in order
Assist with insurance-related administrative work by printing application packages, preparing signature tabs, and processing issued policy documents for scanning and storage
Create and revise business materials such as PowerPoint presentations, Word documents, and other executive-facing content
Welcome visitors for meetings, coordinate refreshments, and handle lunch orders or reservations to ensure a positive guest experience
Monitor and replenish office hospitality supplies, including beverages, coffee service items, and related breakroom inventory
Requirements:
Proven experience supporting an executive or senior leader in an administrative or executive assistant capacity
Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Ability to coordinate travel, meetings, catering, and calendar activity with a high level of accuracy
Comfortable setting up and managing Zoom meetings, including hosting virtual sessions in conference room settings
Excellent organizational skills with the ability to handle multiple tasks and shifting priorities effectively
High attention to detail and professionalism when preparing documents, managing records, and interacting with guests