Job Title: Personal Assistant

Location: Dallas, TX

About Us: Heritage Counseling & Consulting is a leading mental health practice dedicated to providing comprehensive care and support to our clients. We specialize in a variety of mental health services, including individual therapy, family counseling, executive coaching, psychiatric and alternative based care. We are seeking a highly competent and skilled professional to support and ensure the smooth operation of both business and personal commitments.

Position Overview: The personal assistant will provide comprehensive, timely, and accurate administrative and personal support.

Key Responsibilities:

Executive Support:

• Manage and coordinate daily schedules, including meetings, appointments, and travel arrangements.
• Prepare and review documents, reports, and presentations for meetings.
• Handle confidential information with the utmost discretion and maintain the highest level of professionalism.
• Liaise with team members on behalf of executive. 
• Coordinate communication and follow-ups on key projects and tasks.
• Perform general administrative duties, such as answering calls, responding to emails, filling in for administrators, and handling correspondence.
• Organize and maintain files, records, and databases.
• General office management support; order supplies, conference room set-up, catering for meetings. etc.
• Manage expenses, process invoices, and handle other financial tasks as required.
• Arrange logistics for meetings, conferences, travel, and events.
• Train and oversee administrative employees.
• Assist with the development and implementation of internal systems and training procedures

Personal support:

• Manage personal appointments, schedules, travel plans, personal obligations, assist with personal bookkeeping and financial recordkeeping.
• Ensure personal and professional calendars are synchronized and conflicts are not.
• Personal errands

Travel Coordination:

• Plan and book travel itineraries, including flights, accommodations, transportation, and dining reservations.
• Prepare detailed travel agendas and ensure all necessary travel documents are in order.

Special Projects:

• Assist with special projects as required, including research, event planning, and other ad hoc tasks both personal and operational. 

Requirements:

• 10% of time will be spent traveling and running errands 
• Typing speed of 70-90 WPM
• Bachelor’s degree or equivalent experience in a related field.
• Minimum of 3 years experience in an executive or personal assistant position. 
• Excellent organizational and time management skills.
• Strong verbal and written communication abilities.
• High level of discretion and confidentiality.
• Proficiency in gsuite, accounting, EMR and HR related software.
• Ability to manage multiple tasks and prioritize effectively.
• Proactive and able to anticipate needs and issues before they arise.

Benefits:

• Competitive salary and benefits package.
• PTO
• Sick Leave
• 10 Paid Holidays
• Self funded PPO Health Insurance Plans
• Dental with Ortho benefits
• Vision
• 401k
• Opportunity for professional growth and development.
• Supportive and collaborative work environment.

JOB CODE: 1000029