Strategic 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 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.