Public Finance Coordinator / Executive Assistant

Cedar Creek Municipal Advisors, LLC; Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Cedar Creek Municipal Advisors, LLC in Dallas, TX seeks a Public Finance Coordinator to support our municipal advisory team with administrative and transaction support. You will help Financial Advisors through bond financing processes and ensure smooth daily office operations.

The role requires strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment. A degree and Office proficiency are preferred.

Qualifications

• Associate's or Bachelor's degree preferred.
• Two or more years of administrative, executive assistant, project coordination, or professional office experience preferred.
• Experience in municipal finance, legal, engineering, accounting, banking, or professional services is a plus.
• Experience in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Act as Executive Assistant to the Managing Director by managing a complex calendar, scheduling meetings, coordinating travel arrangements, and preparing expense reports.
• Provide administrative support to Financial Advisors throughout all phases of municipal bond transactions.
• Prepare, proofread, edit, and format correspondence, financing documents, board materials, presentations, reports, and client communications.
• Coordinate transaction timelines and maintain financing calendars to ensure critical deadlines are met.
• Assist with invoice processing, expense reporting, vendor coordination, and other office administrative functions.
• Maintain department databases, client contact information, and financing records.

Skills

Executive support

Calendar management

Document formatting

Communication

Office software

Team coordination

Education

Associate's or Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Cedar Creek Municipal Advisors, LLC is a municipal advisory firm focused on serving special districts across Texas. The firm provides guidance on public finance matters, helping local entities structure and manage debt responsibly. Team members collaborate closely with public officials and stakeholders to support infrastructure and community development projects. Cedar Creek offers opportunities to work on impactful, Texas-based public finance initiatives in a professional, detail-oriented environment.

Position Summary

Cedar Creek Municipal Advisors, LLC is seeking a highly organized and detail-oriented Public Finance Coordinator to provide administrative and transaction support to our municipal advisory team. This position plays a critical role in supporting Financial Advisors throughout the municipal bond financing process while ensuring the efficient day-to-day operation of the office.

The Public Finance Coordinator serves as a liaison between clients, district consultants, bond counsel, underwriters, engineers, developers, and internal team members. The ideal candidate thrives in a fast-paced environment, manages multiple priorities effectively, and consistently produces accurate, high-quality work.

Essential Duties and Responsibilities

• Act as Executive Assistant to the Managing Director by managing a complex calendar, scheduling meetings, coordinating travel arrangements, and preparing expense reports.
• Provide administrative support to Financial Advisors throughout all phases of municipal bond transactions.
• Prepare, proofread, edit, and format correspondence, financing documents, board materials, presentations, reports, and client communications.
• Coordinate transaction timelines and maintain financing calendars to ensure critical deadlines are met.
• Assist with the preparation and distribution of bond sale documents, financing schedules, Official Statements, and closing materials.
• Maintain electronic and physical transaction files in accordance with company policies and regulatory requirements.
• Schedule, client meetings, conference calls, and internal meetings.
• Coordinate travel arrangements, conference registrations, and industry event logistics for team members.
• Maintain department databases, client contact information, and financing records.
• Assist with preparing engagement letters, responses to Requests for Proposals (RFPs), and marketing materials.
• Monitor incoming correspondence and route information to appropriate team members.
• Assist with invoice processing, expense reporting, vendor coordination, and other office administrative functions.
• Support special projects and additional responsibilities as assigned.

Qualifications

• Associate's or Bachelor's degree preferred.
• Two or more years of administrative, executive assistant, project coordination, or professional office experience preferred.
• Experience in municipal finance, legal, engineering, accounting, banking, or professional services is a plus.
• Experience in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Exceptional organizational and time management skills.
• Strong proofreading, editing, and document formatting abilities.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously while meeting deadlines.
• High level of professionalism, discretion, and attention to detail.
• Ability to work independently while contributing to a collaborative team environment.

At Cedar Creek Municipal Advisors, you will have the opportunity to work on meaningful projects that directly impact Texas communities. Our team provides trusted financial guidance to local governments while fostering a collaborative environment that emphasizes professional growth, technical excellence, and exceptional client service.