Executive Assistant - Finance & Accounting

Executive Assistant – Finance & Accounting

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi. This is a hybrid position based in our Westport, CT office.

Position Summary:

The Executive Assistant will support the Finance & Accounting leadership team for the Dalio Family Office. The Executive Assistant will enable senior leaders to operate efficiently and effectively by providing seamless coverage and support of day-to-day administrative tasks and managing various team initiatives, processes, and other activities. This individual will provide critical leverage by understanding the executives’ goals, working styles, and preferences as well as guard railing for weaknesses.

Day-to-day responsibilities would include a combination of the following:

• Provide direct administrative support for both the Chief Financial Officer and Head of Strategic Financial Initiatives, with activities including:
  • Manage complex and dynamic calendars
  • Liaise with internal stakeholders and external parties for communication and on-site scheduling
  • Coordinate among all schedules, calendars and other shared activities
  • Plan and set up appointments and activities proactively and accurately
  • Ensure efficient use of time while enabling executives’ shifting priorities.
  • Process and follow up on service and support needs, including IT, purchasing, facilities, travel, and expense reimbursement.
• Support various departmental (pillar) projects from inception to execution, holding accountability for the time management and workflow process to ensure excellent results.
• Ensure executives stay on schedule and meet daily deliverables, monitor, and maintain their task lists, dashboards and workflow.
• Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, taking notes as needed, distributing, and checking on follow-up items.
• Assist with document preparation, management and archiving.
• Perform finance administrative transaction processing, such as Concur expense report submission and bank reconciliations.
• Support office community and employee caring activities.
• Support event planning and coordination of employee milestone celebrations.
• Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• Excellent time management and task management skills, including ability to triage unexpected priorities.
• Natural multi-tasker comfortable wearing many hats in support of a dynamic organization.
• Results driven while able to balance and organize lots of moving parts. Comfortable with ambiguity and quick pivots.
• Excellent written and oral communication skills and a professional demeanor.
• Excellent word processing, filing and organizational skills.
• Ability to coordinate, prioritize and handle multiple projects simultaneously under minimal supervision.

Illustrative Benefits:  

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering 
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:

• At least 5 years of Executive Assistant or similar experience in a high intensity office setting, preferably having supported multiple executives.
• Discreet and professional in handling sensitive or confidential information and maintaining high integrity.
• Excellent with Microsoft Word, proficient with Outlook, OneDrive, SharePoint, at least basic Excel knowledge.
• Experience managing projects in a fast-paced, high caliber environment.
• Experience with Monday.com, JIRA, Concur, and Sage Intacct.
• Ability to organize financial data and conduct light financial analysis (tables, charts, trendlines, etc.).
• Experience coordinating office events and employee centric activities.

Compensation:

Compensation for the role includes a competitive salary in the range from $90,000 -$130,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k. 

Please note we are unable to provide immigration sponsorship for this position.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.