Transwestern Investment Group is a real estate investment adviser with $4.6 billion of assets under management as of year-end 2019.

Part of the Transwestern companies, the firm serves a broad range of clients through a diversified array of discretionary and non-discretionary investment vehicles.

Our firm's award-winning culture and reputation for exceptional service are built on a common purpose Empowering Good People to do Extraordinary Things Together.

This unique approach, reinforced by the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence, create value for our team members and clients every day.

The Executive Assistant is responsible for assisting Transwestern Investment Group with their corporate goals and in a manner that helps maximize the efficiency of the group and the value of the assigned properties.

The Executive Assistant supports executive leadership with daily administrative duties and completes a broad variety of high-level administrative tasks that include but are not limited to managing an active calendar of appointment, completing expense reports, composing, and preparing correspondences, arranging complex and detailed travel plans, itineraries, agendas, and office management.

ESSENTIAL JOB FUCNTIONS :

Develop and maintain a detailed project schedule which includes administrative tasks and all sites involved in the project.

Prepare development deal proposals for finance committee. Track all deal proposals.

Maintain departmental filing and tracking systems. Includes establishing files for all written / email correspondence, project work, and reports as necessary.

Schedule and organize meetings, conference calls and appointments. Prepare items in relation to meetings, including but not limited to, creation and assembly of documents for distribution, coordination of site reservation, food orders, attendance confirmations, and interacting with attendees to address questions or issues on event.

Coordinate travel arrangements including air reservations, scheduling options, hotel reservations, and car rental reservations.

Develop travel itineraries to correspond with current schedules.

Assist in the completion and processing of expense forms for assigned staff.

Produce monthly reports for internal and external clients, based on area of business.

Coordinate with IT on any needs / maintenance for AV / conference room equipment.

Manage periodic mass mail outs among administrative team.

Establish and supervise tracking and purchasing of supplies (including kitchen) procedures. Manage relationships, bidding, and payment of office vendors and contracts.

Assist with organizing company-sponsored real estate license continuing education and tracking license renewal process for broker as requested.

Assist teams with monitoring the deal pipelines and deal activity in XRM or other databases as assigned.

Complete administrative tasks including expense reports, pipeline entries, deal sheets, invoices, XRM reports, meeting requests and reports, calendar maintenance, org charts, maps and similar items as requested.

Suggest and implement hospitality standards for guest arrival, meetings, lobby experience.

Assist with the completion of new hire paperwork to Human Resources department.

Participate and assist with Human Resources Initiates.

Compile moderately complex documents and information for necessary reports, informational packages and / or presentation materials.

Assists Transwestern executives with other projects, when requested.

POSITION REQUIREMENTS :

A bachelor's degree in Business Management, Finance, Accounting or Communication / Management related discipline.

Must have 3-4 years prior office experience, with 3+ years' experience in supporting an executive-level professional.

Must have advanced MS 365 Word, Outlook, Excel, and PowerPoint skills.

Must be willing to provide World Class customer service to internal and external clients.

Demonstrate strong analytical capabilities.

Must have good interpersonal skills to communicate with a wide variety of people in different business capacities in person, over the phone, and in writing.

Excellent proofreading and editing skills.

Must be pro-active, problem-solver, ability to influence, motivate, forward-thinking, manage priorities and workflow and reliable.

Must possess leadership qualities and work well in a team environment.

Committed to a high level of professionalism and ethical standards in a diverse workplace.

Ability to maintain discretion regarding personnel and industry-related matters.

WORK SHIFT

LOCATION

Dallas, TX

We Are Transwestern!

Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member.

We embrace diversity, equity and inclusion not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.

Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan.

Transwestern is an Equal Opportunity Employer.

Executive Assistant

PrideStaff has partnered with our client in Dallas as they looking for an Executive Support Phenom to join their team.

The Executive Assistant provides a high level of support to the Tax Executive and Tax Team by executing various, complex tasks from calendar management to tracking tax returns, and planning events.

Essential Functions

Manage various calendars, schedules appointments and provide itineraries when requested

Arrange meeting and conference room scheduling, detailed travel plans and itineraries.

Assist with preparation of department budget; review expense variances

Process expense reports and prepare for reimbursement

Prepare complex business communications, presentations and reports.

Advanced PowerPoint and Excel skills required

Tax specific functions :

Maintain the tax department calendar, track due dates for tax returns and payments.

Coordinate filing of tax returns; maintain tax database and spreadsheet files.

Review and maintain tax software for team

Required Skills

Analytical Skills Problem Solving Technical Skills Communication Organizational Skills Motivated Resourceful

Education, Knowledge and Experience

Bachelor’s Degree is required

Minimum of 3-5 years of administrative support experience.

Strong proficiency in Microsoft Outlook, Word, Excel and PowerPoint

Compensation / Pay Rate (Up to) : $70,000.00 - $80,000.00 Per

Description

Summary :

This position is responsible for providing overallsecretarial support to the Vice President(s) to whom assigned toaccomplish daily workloads with duties including or comparable tothose indicate below.

The Executive Assistant handles a widevariety of situations involving the clerical and administrativefunctions of the executive offices, which often cannot be broughtto the attention of the executive.

The Executive Assistant servesas liaison between the Executives, Medical Staff, Board members,major donors, associates and the public, making independentdecisions when appropriate and working as part of a team foroverall support of executives.

Maintain executive’s calendar, schedulingmeetings and appointments as requested; on own initiative,establishes appointment priorities, reschedules or refusesappointments or invitations, and draws attention to important datesor conflicts.

Prioritizes own time according to workload demands.

Plans, coordinates and participates inadministrative and board-level meetings, following guidelines inHospital Bylaws, JCAHO Administrative and Board standards and otherregulatory entities, schedules meeting rooms;

orders catering;prepares agendas; does timely mail-outs; takes and transcribesminutes; coordinates follow-up actions; and, works directly withCommittee Chairs.

• Provides polite, courteousand professional reception and telephone service; tactfullydetermines nature and urgency of business;
• answers inquiries andresolves conflicts independently whenever possible using ownjudgment and knowledge of hospital operations;

refers toappropriate person if necessary.

• Readsincoming correspondence; determines deadlines and suspense dates;checks accuracy of documents requiring executive’s signature;
• summarizes content if needed; provides necessary backup materialfor executive’s review; offers advice or initiates reply ifappropriate;

and, coordinates follow-up as necessary.

Composes correspondence requiringunderstanding of hospital operations and policies; researches andprepares special projects or presentations;

initiates and maintainslarge and complex paper and electronic filing systems, developsmethod for organizing and retrieving information.

• Makes complex travel arrangements forindividual executives or groups, authorizing airline travel,lodging, conference rooms, catering, audio-visual equipment.
• In the executive’s absence, responds torequests for action or information; if necessary relays to theappropriate staff member;

intercepts requests and helps implementaction; insures timely response; decides whether executive shouldbe notified of important or emergency matters.

• Provides assistance and training to peers andsubordinates on equipment, hospital policies and workplacestandards. Supervises clerical support as needed.
• Demonstrates competence to perform assignedresponsibilities in a manner that meets the population-specific anddevelopmental needs of the members served by the department.
• Appropriately adapts assigned clientassessment treatment, and / or care methods to accommodate the uniquephysical, psychosocial, cultural, age specific and otherdevelopmental needs of each client served.
• Takes personal responsibility to ensurecompliance with all policies, procedures and standards aspromulgated by state and federal agencies, the hospital, and otherregulatory entities.
• Performs all duties in amanner that protects the confidentiality of patients and does notsolicit or disclose any confidential information unless it isnecessary in the performance of assigned jobduties.
• Performs other duties asassigned.

Requirements :

High School Diploma

Work Type : Full Time

Full Time

Executive Assistant(

Job Number : 25374)

25374)

Employee Status

RegularSchedule : Full Time

Primary Location

Dallas, TX

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care about you, about our clients, and about our communities.

Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality.

Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

The Executive Assistant performs various administrative tasks and provides proactive and high-impact executive-level support to their assigned executives, location, and teams.

Independent and sound business judgment is required to plan, prioritize, and organize a diversified workload in a fast-paced environment.

The successful Executive Assistant is flexible, resourceful, a strong written and verbal communicator anticipates needs, maintains confidentiality, and provides high customer service.

Individuals who thrive at Moss Adams exhibit the following success skills Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities :

• Proactively manage calendars and travel logistics for assigned executives
• Assist with the production of client deliverables
• Draft, edit and proofread business correspondence and presentations
• Serve as a liaison for internal and external clients, including screening phone calls, facilitating client communications to the appropriate client service staff, and following up with clients, when appropriate
• Manage time and expense entry for assigned executives
• Assist with engagement management activities as needed such as billings and new client acceptance
• Assist with support of marketing / practice development activities, including events, marketing materials, Client Relationship Management data maintenance, and industry group support
• Leverage internal network and teams to effectively manage workflow
• Other duties and special projects as assigned

Qualifications :

• High School Diploma / GED required
• Minimum of 1 year of related experience required, preferably in an executive support role; experience in a professional services environment preferred
• Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
• Intermediate Microsoft Office Suite skills; advanced skills preferred
• Excellent written and verbal communication skills
• Judgement and ability to prioritize to effectively manage work load
• Ability to handle sensitive situations and confidential information with discretion
• Ability to work effectively with teams and independently
• Good problem solving and analytical skills; ability to identify process improvement suggestions
• Ability to travel as needed, approximately 5%
• May require some overtime hours

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact .

California, Colorado, NYC, and Washington require employers to disclose the pay range in job postings. This is the typical range of pay for the position;

however, actual pay may vary based on experience, skillset, and location. This position may be eligible for an annual discretionary bonus.

For more information about our benefit offerings and other total rewards, visit our page.

Job Description

Summary :

This position is responsible for providing overall secretarial support to the Vice President(s) to whom assigned to accomplish daily workloads with duties including or comparable to those indicate below.

The Executive Assistant handles a wide variety of situations involving the clerical and administrative functions of the executive offices, which often cannot be brought to the attention of the executive.

The Executive Assistant serves as liaison between the Executives, Medical Staff, Board members, major donors, associates and the public, making independent decisions when appropriate and working as part of a team for overall support of executives.

Maintain executive’s calendar, scheduling meetings and appointments as requested; on own initiative, establishes appointment priorities, reschedules or refuses appointments or invitations, and draws attention to important dates or conflicts.

Prioritizes own time according to workload demands.

Plans, coordinates and participates in administrative and board-level meetings, following guidelines in Hospital Bylaws, JCAHO Administrative and Board standards and other regulatory entities, schedules meeting rooms;

orders catering; prepares agendas; does timely mail-outs; takes and transcribes minutes; coordinates follow-up actions; and, works directly with Committee Chairs.

• Provides polite, courteous and professional reception and telephone service; tactfully determines nature and urgency of business;
• answers inquiries and resolves conflicts independently whenever possible using own judgment and knowledge of hospital operations;

refers to appropriate person if necessary.

• Reads incoming correspondence; determines deadlines and suspense dates; checks accuracy of documents requiring executive’s signature;
• summarizes content if needed; provides necessary backup material for executive’s review; offers advice or initiates reply if appropriate;

and, coordinates follow-up as necessary.

Composes correspondence requiring understanding of hospital operations and policies; researches and prepares special projects or presentations;

initiates and maintains large and complex paper and electronic filing systems, develops method for organizing and retrieving information.

• Makes complex travel arrangements for individual executives or groups, authorizing airline travel, lodging, conference rooms, catering, audio-visual equipment.
• In the executive’s absence, responds to requests for action or information; if necessary relays to the appropriate staff member;

intercepts requests and helps implement action; insures timely response; decides whether executive should be notified of important or emergency matters.

• Provides assistance and training to peers and subordinates on equipment, hospital policies and workplace standards. Supervises clerical support as needed.
• Demonstrates competence to perform assigned responsibilities in a manner that meets the population-specific and developmental needs of the members served by the department.
• Appropriately adapts assigned client assessment treatment, and / or care methods to accommodate the unique physical, psychosocial, cultural, age specific and other developmental needs of each client served.
• Takes personal responsibility to ensure compliance with all policies, procedures and standards as promulgated by state and federal agencies, the hospital, and other regulatory entities.
• Performs all duties in a manner that protects the confidentiality of patients and does not solicit or disclose any confidential information unless it is necessary in the performance of assigned job duties.
• Performs other duties as assigned.

Requirements :

• High School Diploma