Dalio Family Office · 14 hours ago
Executive Assistant - Finance & Accounting
Westport, CT
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $130K/yr
5+ years expDalio Family Office is a family office supporting the Dalio family in their ventures and philanthropic efforts. The Executive Assistant will provide administrative support to the Finance & Accounting leadership team, ensuring efficient operations and managing various initiatives and tasks.
FinanceFinancial ServicesHedge FundsVenture Capital
No H1B
Responsibilities
Provide direct administrative support for both the Chief Financial Officer and Head of Strategic Financial Initiatives, with activities including:
Manage complex and dynamic calendars
Liaise with internal stakeholders and external parties for communication and on-site scheduling
Coordinate among all schedules, calendars and other shared activities
Plan and set up appointments and activities proactively and accurately
Ensure efficient use of time while enabling executives’ shifting priorities
Process and follow up on service and support needs, including IT, purchasing, facilities, travel, and expense reimbursement
Support various departmental (pillar) projects from inception to execution, holding accountability for the time management and workflow process to ensure excellent results
Ensure executives stay on schedule and meet daily deliverables, monitor, and maintain their task lists, dashboards and workflow
Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, taking notes as needed, distributing, and checking on follow-up items
Assist with document preparation, management and archiving
Perform finance administrative transaction processing, such as Concur expense report submission and bank reconciliations
Support office community and employee caring activities
Support event planning and coordination of employee milestone celebrations
Additional duties as assigned
Qualification
Required
At least 5 years of Executive Assistant or similar experience in a high intensity office setting, preferably having supported multiple executives
Discreet and professional in handling sensitive or confidential information and maintaining high integrity
Excellent with Microsoft Word, proficient with Outlook, OneDrive, SharePoint, at least basic Excel knowledge
Experience managing projects in a fast-paced, high caliber environment
Experience with Monday.com, JIRA, Concur, and Sage Intacct
Ability to organize financial data and conduct light financial analysis (tables, charts, trendlines, etc.)
Experience coordinating office events and employee centric activities
Benefits
100% company paid medical premiums
17 company paid holidays
Friday summer hours
Monthly community happy hours
Hybrid work environment
Free catered food services for in-office days
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!
Company
Dalio Family Office
Dalio Family Office is a private investment office that manages the wealth and investments of the Dalio family.
Westport, Connecticut, USA
51-200 employeesFunding
Current Stage
Growth StageRecent News
2025-11-05
2025-04-22
Company data provided by crunchbase