EXECUTIVE ASSISTANT

Executive Assistant Dallas, TX - This is a hybrid role (3-days on-site/2-days WFH) Need Candidates ASAP The Business Operations Management group provides multi-disciplinary horizontal support for Wealth Management Operations (WMO) business priorities and deliverables. Within Business Operations Management, the Engagement & Support team provides support for a senior leader and business manager to execute on meetings, travel and other responsibilities. They partner with the local Site Engagement Team to help plan, facilitate and execute employee engagement events. Engagement & Support is looking for a Business Support Lead II that: • Communicates with executives and line management to gather and convey relevant information • Documents accurate messages and handles calls with appropriate judgment • Proactively manages the calendar of multiple stakeholders, effectively resolving conflicts that arise in a professional manner • Manages all travel planning and expenses, coordinating schedules for executive to maximize time and create efficiencies • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills • Liaises with outside groups to coordinate events where the executive is a corporate chair, director, or committee member • Has the responsibility of assisting with the planning for WMO employee engagement events, in addition to employee engagement events for their senior leader • Support and help facilitate the planning, set up, and logistics of executive site visits Skills Required • Adaptability • Administrative Services • Attention to Detail • Collaboration • Oral Communications • Planning • Presentation Skills • Prioritization • Problem Solving • Excellent Written Communication Proficient in the following tools: • MS Outlook • Webex

Created: 2026-03-04