Shedd Capital, LLC · 2 weeks ago
Executive Assistant
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Responsibilities
Ensure consistent coordination of the Chief Executive’s business needs
Assist the Executive(s) in project management and cross functional coordination of the areas of responsibility.
Write and coordinate timely business correspondences and RSVPs
Manage the CEO’s appointments and calendar and schedules meetings with clients and client target companies
Attend meetings and update the CRM with events and next actions from meetings
Share and ensure timely access of all materials (including client business review documents), such that the Executive is prepared in advance of all meetings
Organize key financial, legal, and operational documents for record keeping, as well as keep Executive apprised of key deadlines, etc.
Organize files, both physical and electronic, and maintain an effective system of document management
Manage travel arrangements and create detailed travel itineraries for all travel. Follow up throughout travel to ensure coordination and support at all points
Organize expenses and submits expense reports for the Executive
Prepare detailed presentations using PowerPoint and Excel
Handle office administration on behalf of Executive including but not limited to restocking supplies, purchasing equipment, ordering company gifts for clients or employees, tracking assets
Qualification
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Required
BS/BA degree from a four-year university. All majors are encouraged to apply.
Proficiency with Microsoft Office and a general understanding of any CRM system
Strong Excel skills
Sharp, polished and have a professional demeanor
Must have the ability to multitask and handle changes in a positive way
Strong follow up on deliverables
Possess the characteristics of a successful candidate (defined above)
Willing to relocate to Dallas, TX
Benefits
Comprehensive benefits package (medical, dental, vision)
Two weeks Paid Time Off (“PTO”), ten paid holidays throughout the year, plus one paid week off during our annual shutdown between Christmas and New Year’s
Opportunity to work directly with and learn from senior members of the team
A culture that rewards results, encourages learning and development, and provides a sustainable work/life balance