Bookkeeper/Personal Assistant

Job Description Job Description CONTRACT: Bookkeeper / Personal Assistant 10276 Our client, located in Dallas, is looking for a Bookkeeper / Personal Assistant to join their team on a contract, likely contract-to-hire, basis. This role is 100% in-office. Keys: Bookkeeping = AP (reviewing coding), AR, and reconciliations Admin = filing EA / Personal Assistant duties = scheduling, calendaring, correspondence, event planning, travel arrangements, and errands Must be patient, confidential, and trustworthy Previous experience with a high-net worth family office is a huge bonus Summary: The Bookkeeper, Personal Executive Assistant provides daily bookkeeping, administrative, and organizational support to the leaders of the family office by performing bookkeeping and office duties, vendor and project management, event planning and activities necessary to support the family. The ideal candidate is a skilled multi-tasker and highly organized with a professional and trustworthy demeanor. The Bookkeeper, Personal Executive Assistant strives to create a positive work experience with the family. Experience in bookkeeping and managing accounts payable tasks is required. Real estate property management experience is a plus. Bookkeeping Duties: Manages and maintains accurate record of financial transactions for multiple business entities Processes accounts payable and accounts receivable tasks with detailed accuracy Proficient in bookkeeping software technology such as QuickBooks Administrative Duties: Applies advanced scheduling and calendar management skills Professionally manages correspondence, both in-person and when answering phone calls and emails Proficient in office technology related to scheduling, bookkeeping and communication Demonstrates proven multi-tasking skills with the ability to manage a wide variety of projects and keep progress moving Possesses strong organizational skills Adaptable to new instructions and daily time management Experienced in all aspects of event planning Ability to manage and interface with household vendors Skilled in identifying and resolving problems without prompting Knowledgeable in making travel arrangements, including flights, accommodations, and ground support Efficient in performing errands and other duties as requested Able to manage projects with minimum oversight and direction Vendor Relations Duties: Manage vendor relationships and contractual agreements Interface with vendors to convey directions on household projects, budgets, schedules, and requirements Oversee vendor performance for optimal outcomes on household projects Company Description Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. Company Description Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Location: Dallas, Texas, US

Posted Date: 8/1/2025