Executive Assistant

Southwest Search; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Southwest Search in Dallas, Texas is seeking an experienced Executive Assistant to support senior investment professionals, manage complex calendars, and coordinate domestic and international travel.

The role involves preparing confidential investment materials, maintaining CRM records, and handling expenses, with a strong emphasis on discretion and communication skills relevant to wealth management.

Qualifications

• 5+ years of executive assistant experience in wealth/investment settings.
• Strong MS Office proficiency; familiarity with investment systems.
• High attention to detail, discretion, and ability to manage multiple priorities.
• Excellent written and verbal communication; Bachelor’s degree preferred.

Responsibilities

• Manage complex calendars and scheduling for senior investment professionals.
• Coordinate domestic and occasional international travel and logistics.
• Prepare, organize, and format confidential investment materials and reports.
• Maintain records and workflows within CRM and investment systems.
• Process expenses, invoices, and provide general administrative support.

Skills

Executive support

Multitasking

Communication

Discretion

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Outlook

Excel

PowerPoint

Investment systems

Job description

Responsibilities

• Manage complex calendars and scheduling for senior investment professionals, including meetings and committees
• Coordinate domestic and occasional international travel and related logistics
• Prepare, organize, and format confidential investment materials and reports
• Maintain records, correspondence, and workflows within CRM and investment systems
• Process expenses, invoices, and provide general administrative support to the investment team

Qualifications

• 5+ years of executive assistant experience within wealth management, investment management, or a family office (required)
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with investment systems preferred
• Exceptional attention to detail, discretion, and ability to manage multiple priorities
• Strong written and verbal communication skills; Bachelor’s degree preferred