Executive Assistant

Posted Yesterday
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Dallas, TX, USA
In-Office
Mid level
Fintech
The Role
Provide executive-level administrative support to Public Finance leaders: schedule meetings and travel, manage correspondence and information flow, process invoices/expenses, maintain records and databases, prepare presentations, record minutes, assist with client and legal documents, and handle office operations and special projects.
Summary Generated by Built In

HilltopSecurities is looking to hire an Executive Assistant to work in our Public Finance Department. The Executive Assistant will provide support for top level executives by providing executive level administrative support including but not limited to clerical work, receiving clients and visitors, arranging travel and correspondence, and scheduling meetings.

Responsibilities
  • Serves as the point of contact among executives, employees, clients and other external partners.
  • Assist in scheduling and coordination of meetings, travel, appointments and conference calls as needed
  • Manages information flow in a timely and accurate manner
  • Assist with requests for information from external parties such as clients, attorneys, rating agencies, board members and other interested parties
  • Process invoices, check requests and expense reports utilizing Concur
  • File / Scan / Archive program documents electronically into the records repository using the firm’s processes and software
  • Input client and prospect data and maintain accuracy in the company’s internal databases as well as move opportunities through the firm’s workflow process, acting as the team’s key contact person for other departments
  • Answer or forward calls, provide information, taking messages or scheduling appointments as needed
  • Aid in the development and maintenance of client contracts; requires acute attention to detail and comfort with legal documents
  • Record meeting discussions, provide minutes as needed and assist with publication of public notices as required
  • May act as an office manager by ensuring adequate office supply inventory and overall operations
  • Perform tasks and applies knowledge of principles and methods necessary to meet operational requirements
  • Create / update presentations in PowerPoint
  • Conduct various research projects as directed 
  • Assist with other clerical functions and special projects. 


Qualifications
  • High school graduate or equivalent. Associates Degree and possible analytical or Paralegal experience preferred. 
  • Minimum Two—Four years plus years previous administrative, analytical or similar paralegal experience
  • Must have advanced knowledge in Microsoft office suite of products (Word, Excel, Outlook, PowerPoint)
  • Quick learner with ability to work well in fast-paced environment without sacrificing accuracy and speed is a must
  • Excellent verbal and written communication skills
  • Advanced organizational and time management skills
  • Strong organizational skills and attention to details with the ability to work well independently and prioritize tasks
  • Ability to use discretion and maintain confidentiality
  • Professional, pleasant demeanor for working with clients, business associates and internal employees
About UsAt HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.About the TeamWith 75 years in the financial industry, HilltopSecurities’ Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities’ Public Finance department, you have the opportunity to support public entities’ financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.

Skills Required

  • High school diploma or equivalent
  • Associate degree (preferred)
  • 2-4 years administrative, analytical, or paralegal experience
  • Advanced knowledge of Microsoft Word, Excel, Outlook, PowerPoint
  • Experience processing invoices, check requests and expense reports (Concur)
  • Experience filing, scanning, and archiving electronic records using company repository/software
  • Ability to input and maintain client/prospect data and move opportunities through workflow
  • Strong verbal and written communication skills
  • Advanced organizational and time management skills
  • High attention to detail and comfort with legal/documents and contracts
  • Ability to use discretion and maintain confidentiality
  • Professional, pleasant demeanor for client and internal interactions
  • Quick learner able to work in a fast-paced environment
  • Paralegal or analytical experience (optional)
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The Company
HQ: Dallas, Texas
2,577 Employees
Year Founded: 1986

What We Do

Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.

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