Executive Assistant - Financial Services

Software Guidance & Assistance, Inc. (SGA, Inc.); Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Software Guidance & Assistance, Inc. (SGA) is seeking an IT Executive Assistant (C-Suite) for a right-to-hire contract assignment in Dallas, TX. The role requires onsite presence 4-5 days per week and supports two Managing Directors within the Technology organization.

The ideal candidate has 7+ years as an EA for C-level or MDs, strong MS Office skills, and experience in financial services. Expect confidential, fast-paced work with broad visibility.

Qualifications

• 7+ years as an Executive Assistant supporting C-level or MD executives.
• Experience supporting senior executives in large enterprises.
• Financial services industry experience.
• Experience managing complex executive calendars and scheduling.
• Advanced MS Office proficiency (Outlook, PowerPoint, Word, Excel).
• Experience with Concur Travel & Expense.
• Strong communication, grammar, and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide executive-level administrative support to two Managing Directors in Technology.
• Manage complex calendars and changing executive priorities.
• Coordinate domestic and international travel and logistics.
• Prepare presentations, reports, and executive communications.
• Attend meetings, document minutes, and track follow-up actions.
• Coordinate special projects and initiatives.
• Process travel and expense reports using Concur.
• Screen and respond to communications on behalf of executives.
• Build relationships across business and technology teams.
• Maintain confidentiality and exercise sound judgment.

Skills

Executive support

Calendar management

Travel coordination

Written/verbal communication

Discretion/confidentiality

Independent work

Tools

Outlook

PowerPoint

Word

Excel

Concur

Job description

Software Guidance & Assistance, Inc. (SGA) is searching for an IT Executive Assistant (C-Suite) for a right-to-hire contract assignment with one of our premier financial services clients in Dallas, TX. This role requires onsite presence 4-5 days per week.

This is a highly visible role supporting two senior Managing Directors within the Technology organization. The successful candidate will be an experienced Executive Assistant with a proven track record supporting C-level executives in large enterprise environments, exceptional organizational skills, and the ability to manage competing priorities in a fast-paced, confidential setting.

Responsibilities

• Provide executive-level administrative support to two Managing Directors within the Technology organization.
• Manage complex calendars, meeting schedules, and changing executive priorities.
• Coordinate domestic and international travel, itineraries, and logistics.
• Prepare presentations, reports, correspondence, and other executive communications.
• Attend meetings, document minutes, and track follow-up actions.
• Coordinate special projects and executive initiatives.
• Process travel and expense reports using Concur.
• Screen, prioritize, and respond to incoming communications on behalf of executives.
• Build strong working relationships across business and technology organizations.
• Exercise sound judgment, discretion, and confidentiality while handling sensitive information.
• Anticipate executive needs, proactively resolve scheduling conflicts, and elevate issues when appropriate.

Required Skills

• 7+ years of experience as an Executive Assistant supporting C-level or Managing Director executives.
• Experience supporting senior executives within a large enterprise environment.
• Financial Services industry experience.
• Extensive experience managing complex executive calendars and scheduling.
• Advanced proficiency with Microsoft Office Suite, including Outlook, PowerPoint, Word, and Excel.
• Experience with Concur Travel & Expense.
• Outstanding written and verbal communication skills with exceptional attention to grammar and detail.
• Strong organizational, prioritization, and time management skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• High degree of professionalism, discretion, confidentiality, and sound judgment.
• Proven ability to work independently with minimal supervision.

Preferred Skills

• Experience supporting senior Technology or IT executives.
• Experience coordinating executive meetings, board materials, and presentations.
• Experience supporting multiple executives simultaneously.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.