Senior Executive Assistant to Co-CEO

Wealth Manager

To apply, please send a cover letter and resume to connected@versantcm.com

Versant Capital Management is seeking a highly skilled and organized Senior Executive Assistant to join our multi-family office, wealth management, and investment firm. As a key team member, you will provide proactive, comprehensive support to our Co-CEO in our Dallas office. As the Senior Executive Assistant, you will play a crucial role in facilitating the smooth functioning of the executive office and ensuring efficient coordination between various departments, clients, and vendors. The role calls for exceptional attention to detail, professionalism, and the ability to handle sensitive information with discretion. If you thrive in a fast-paced environment and possess strong communication and organizational skills, we’d love to hear from you!

 

Focus Areas

  • Calendar Management: Proactively maintain and manage the Co-CEO’s schedule, including scheduling meetings, appointments, and travel arrangements. Coordinate with internal and external stakeholders to ensure optimal time management.
  • Communication and Correspondence: Handle incoming communications, including emails, calls, and messages, on behalf of the Co-CEO. Draft and prepare correspondences, presentations, and reports as required.
  • Meeting Coordination: Organize and prepare materials for executive meetings. Attend meetings, take minutes, and distribute relevant information to stakeholders. Ensure follow-up on action items and deadlines.
  • Travel Arrangements: Plan and coordinate travel logistics for the Co-CEO, including flights, accommodation, and ground transportation.
  • Anticipate travel needs and provide necessary information and support.
  • Confidentiality: Handle sensitive and confidential information with the utmost discretion and professionalism.
  • Relationship Management: Foster positive working relationships with internal and external stakeholders, including executives, clients, and business partners.
  • Document Management: Maintain and organize electronic and physical files, ensuring easy retrieval of important documents.
  • Special Projects: Support the Co-CEO in various special projects, research, and initiatives, contributing to the overall success of the organization.

 

Qualifications

  • Education: Minimum of an associate degree, but a bachelor’s degree is preferred.
  • Proven Experience: A minimum of 10+ years of previous experience as an Executive Assistant or in a similar administrative role supporting
    C-level executives is preferred. Financial industry experience is a plus but not required.
  • Organizational Skills: Exceptional organizational and time-management abilities to handle multiple tasks efficiently.
  • Communication Skills: Excellent written and verbal communication skills, with a keen eye for detail.}Proactivity: Demonstrate initiative and the ability to anticipate needs, taking proactive actions to address them.
  • Discretion: Uphold the highest level of confidentiality when dealing with sensitive information.
  • Adaptability: Ability to work in a fast-paced environment and adapt to changing priorities.
  • Problem-Solving: Strong problem-solving skills with the ability to find practical solutions to challenges.
  • Technology Proficiency: Familiarity with productivity tools such as Microsoft Office Suite and proficiency in calendar and email management.
  • Professionalism: Exhibit a high level of professionalism, integrity, and ethics in all interactions.
  • Teamwork: Able to work well with all levels of the firm and with clients from time to time.

 

Salary and Benefits

  • Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, and certifications
  • Generous paid time off and paid sick time
  • Paid holidays
  • Eligible for discretionary bonus pool and incentive compensation
  • Paid health, dental, and vision insurance
  • Paid short- and long-term disability insurance
  • Paid parental leave
  • 401(k) and Profit Sharing
  • Matching gift charitable donation program
  • Tuition reimbursement for professional accreditation/continuing education requirements, and other education/training opportunities
  • Paid covered parking
  • Firm-sponsored outings, professional development opportunities, retreats

At Versant Capital Management, we strive to achieve a healthy work/life balance. We enjoy celebrating successes and having fun. We’re driven to continue building a workplace, based on inclusive behaviors and equitable systems, where all employees can feel engaged and share their perspectives as valued members of our team.

To apply, please email a cover letter and resume to connected@versantcm.com

Versant Capital Management | Dallas & Phoenix | (972) 634-0980 | versantcm.com