We are seeking a proactive highly organized in-person Personal Assistant to support a CEO & Founder of a growing wealth management firm based in Dallas TX. This is a hands-on role that supports both personal life and household operations with light coordination alongside a remote Executive Assistant to ensure day-to-day life runs smoothly.
This role sits at the intersection of home and business and the ultimate goal is simple: to simplify the CEOs life so he can focus on what matters most.
This position has the potential to grow in scope and responsibility over time for the right person.
*A full detailed job description will be provided upon submission of an application.
What Youll Do (High-Level)
Provide in-person personal support during business hours (MonFri)
Manage personal scheduling errands travel logistics and household coordination
Oversee vendors and home services (cleaning repairs maintenance etc.)
Coordinate meals groceries and household stocking
Support occasional travel events or on-site needs
Assist with light child-related logistics as needed
Partner closely with a remote Executive Assistant to stay aligned
This Role Is a Great Fit If You...
Are local to Dallas and able to work onsite several days per week
Are proactive dependable and naturally organized
Enjoy variety and taking ownership of responsibilities
Are flexible and comfortable with changing priorities
Can manage multiple moving parts calmly and discreetly
Value trust confidentiality and long-term working relationships
Requirements
3 years of Personal Assistant experience
Local to the Dallas / Cedar Hill area
Reliable transportation
Valid passport (or willingness to obtain one by Fall 2026)
Proficiency with Google Workspace
Comfortable around young children
High level of integrity discretion and professionalism
Pre-Employment Screening & Confidentiality Notice
This Personal Assistant role involves in-home support and close access to personal family and confidential information. As such any offer of employment is contingent upon the successful completion of applicable pre-employment screenings.
Background Check
The background check may include verification of employment history references criminal history and any other information reasonably related to determining suitability for this role. By submitting an application you authorize the company and/or its designated agents to conduct these checks in accordance with applicable law.
Drug Screening
Candidates may be required to complete a pre-employment drug screening. Testing will be conducted in compliance with all applicable federal state and local laws. A positive result or refusal to participate may result in withdrawal of an offer of employment.
Confidentiality & Discretion
Due to the nature of this role all information obtained through the screening process will be treated as confidential and used solely to evaluate candidacy. Additionally this position requires a high degree of discretion integrity and respect for privacy given regular access to personal household and family matters.
Acknowledgment & Consent
By applying for this position you acknowledge that you have read and understand this notice and consent to the completion of any required background check and/or drug screening as a condition of employment.
The company reserves the right to rescind an offer of employment or terminate employment based on the results of these screenings subject to applicable laws and regulations.
For questions regarding this process please contact .
Required Experience:
Junior IC
We are seeking a proactive highly organized in-person Personal Assistant to support a CEO & Founder of a growing wealth management firm based in Dallas TX. This is a hands-on role that supports both personal life and household operations with light coordination alongside a remote Executive Assistant...
We are seeking a proactive highly organized in-person Personal Assistant to support a CEO & Founder of a growing wealth management firm based in Dallas TX. This is a hands-on role that supports both personal life and household operations with light coordination alongside a remote Executive Assistant to ensure day-to-day life runs smoothly.
This role sits at the intersection of home and business and the ultimate goal is simple: to simplify the CEOs life so he can focus on what matters most.
This position has the potential to grow in scope and responsibility over time for the right person.
*A full detailed job description will be provided upon submission of an application.
What Youll Do (High-Level)
Provide in-person personal support during business hours (MonFri)
Manage personal scheduling errands travel logistics and household coordination
Oversee vendors and home services (cleaning repairs maintenance etc.)
Coordinate meals groceries and household stocking
Support occasional travel events or on-site needs
Assist with light child-related logistics as needed
Partner closely with a remote Executive Assistant to stay aligned
This Role Is a Great Fit If You...
Are local to Dallas and able to work onsite several days per week
Are proactive dependable and naturally organized
Enjoy variety and taking ownership of responsibilities
Are flexible and comfortable with changing priorities
Can manage multiple moving parts calmly and discreetly
Value trust confidentiality and long-term working relationships
Requirements
3 years of Personal Assistant experience
Local to the Dallas / Cedar Hill area
Reliable transportation
Valid passport (or willingness to obtain one by Fall 2026)
Proficiency with Google Workspace
Comfortable around young children
High level of integrity discretion and professionalism
Pre-Employment Screening & Confidentiality Notice
This Personal Assistant role involves in-home support and close access to personal family and confidential information. As such any offer of employment is contingent upon the successful completion of applicable pre-employment screenings.
Background Check
The background check may include verification of employment history references criminal history and any other information reasonably related to determining suitability for this role. By submitting an application you authorize the company and/or its designated agents to conduct these checks in accordance with applicable law.
Drug Screening
Candidates may be required to complete a pre-employment drug screening. Testing will be conducted in compliance with all applicable federal state and local laws. A positive result or refusal to participate may result in withdrawal of an offer of employment.
Confidentiality & Discretion
Due to the nature of this role all information obtained through the screening process will be treated as confidential and used solely to evaluate candidacy. Additionally this position requires a high degree of discretion integrity and respect for privacy given regular access to personal household and family matters.
Acknowledgment & Consent
By applying for this position you acknowledge that you have read and understand this notice and consent to the completion of any required background check and/or drug screening as a condition of employment.
The company reserves the right to rescind an offer of employment or terminate employment based on the results of these screenings subject to applicable laws and regulations.
For questions regarding this process please contact .
Required Experience:
Junior IC
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