Job Description

Job Description

Job Title:

Executive Assistant to CFO

Location (city, state):

Dallas, TX

Work Schedule:

Monday–Friday, standard business hours with flexibility as needed

Type of Employment:

Direct Hire

Compensation:

$100,000–$120,000 annually (bonus eligibility may apply)

Industry:

Alternative Investments / Professional Services

Benefits:

This position is eligible for a comprehensive benefits package, including health coverage, retirement contributions, paid time off, and additional perks provided by our client.

Job Description:

Addison Group is partnering with a highly regarded investment firm to identify an experienced Executive Assistant to support the Chief Financial Officer. This role is designed for a senior-level assistant who operates as a trusted partner, helping manage priorities, streamline operations, and keep both professional and select personal matters running smoothly. The position is onsite and highly visible, requiring discretion, sound judgment, and the ability to anticipate needs in a fast-paced environment.

Key Responsibilities:

• Act as the primary support partner to the CFO, providing high-level administrative and operational assistance
• Own complex calendar management, prioritizing critical meetings and managing scheduling conflicts
• Coordinate calls, appointments, and meeting logistics with internal and external stakeholders
• Attend leadership and departmental meetings, track action items, and contribute thoughtful input when appropriate
• Help organize and advance business initiatives by improving workflows and administrative processes
• Build strong working relationships across departments by understanding leadership styles and organizational dynamics
• Manage expenses, budgets, and financial tracking using internal systems
• On a limited, as-needed basis, assist with personal tasks such as coordinating vendors, scheduling appointments, and supporting event planning
• Handle sensitive information with the highest level of professionalism and confidentiality

Qualifications:

• 7+ years of experience supporting senior executives, ideally at the C-suite level
• Background in professional services environments such as investment management, private equity, hedge funds, consulting, or similarly structured organizations strongly preferred
• Bachelor’s degree preferred; Associate’s degree considered
• Advanced proficiency with Microsoft Office, including Outlook and Excel
• Strong financial and expense management skills; experience with expense platforms such as Concur, Zoho, or similar
• Demonstrated ability to think critically, exercise sound judgment, and execute independently
• Proven experience balancing executive-level responsibilities with occasional personal support needs
• Exceptional written and verbal communication skills with a polished, professional presence
• Ability to manage competing priorities calmly and effectively in a high-expectation environment
• Proactive mindset with a continuous improvement approach to processes and support functions
• High level of integrity, discretion, and professionalism when handling confidential information

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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