Executive Office & Travel Coordinator

Dagen Personnel LLC; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Dagen Personnel LLC in Dallas seeks an experienced Executive Assistant to support senior leadership and the investment team. You will manage calendars, schedule meetings, and coordinate domestic and international travel.

You will prepare briefing materials, track action items, assist with vendor relationships, expense processing, and general office management, including event planning support. The role requires proactive problem solving, excellent discretion, and willingness to work early

Qualifications

• Bachelor’s degree preferred.
• 3–5+ years of experience in a fast-paced, professional environment (finance, investment, or startup experience strongly preferred).
• Tech fluent - proficiency in Microsoft suite, Slack, AI Tools; familiarity with project management/collaboration tools a plus.
• Exceptional organizational skills with the ability to manage competing priorities.
• Strong judgment, discretion, and professionalism when handling sensitive information.
• Flexibility for early morning, evening, or weekend support.

Responsibilities

• Schedule calendars, meetings, and logistics for senior leadership and investment team.
• Coordinate domestic and international travel, including flights, hotels, cars, and contingency planning.
• Meeting preparation and follow-up: draft agendas, compile attendee profiles, assemble briefing materials, track action items.
• Anticipate needs, proactively identify issues, and ensure follow-through on key initiatives.
• On-the-ground IT/technical support: Coordinate with IT Vendor to troubleshoot issues, procure equipment and maintain best practices.
• Vendor relationships: research and vet new vendors, negotiate contracts/renewals, and ensure the firm receives high-quality service.
• Expense management: track, organize, and document firm and executive expenses; help manage invoices and accounts payable.
• Office management: stock supplies, order lunches, welcome guests, and foster a positive, energetic office culture.
• Support event planning: assist in the coordination and execution of team-building offsites/activities, client events, holiday parties and happy hours.

Skills

Calendar management

Travel coordination

Meeting prep

Vendor management

Expense management

Office management

Event planning

Education

Bachelor's degree

Tools

Microsoft Office

Slack

AI Tools

Job description

Dagen Personnel LLC in Dallas seeks an experienced Executive Assistant to support senior leadership and the investment team. You will manage calendars, schedule meetings, and coordinate domestic and international travel.

You will prepare briefing materials, track action items, assist with vendor relationships, expense processing, and general office management, including event planning support. The role requires proactive problem solving, excellent discretion, and willingness to work early