Office Administrative Assistant

Administrative AssistantDelta Dallas is partnering with a Financial Wealth Management firm in its search for an Administrative Assistant. This role is responsible for supporting the office and clients.Responsibilities include:Manage front desk visitors and conference roomsManage office and kitchen supply inventory and budgetSchedule and confirm appointments for internal/external contactsCoordinate company events and meetingsServe as primary liaison between the financial advisors of the firm, custodians, clients, and client's professional team, building trusted relationshipsHandle incoming advisor and client phone calls by resolving and troubleshooting service issuesPrepare, send out and execute new client onboarding paperworkPrepare money movement paperwork and some custodian formsFacilitate money movements using custodian websitesSpecial projects as assignedRequirements:Bachelor's degree highly preferredThree to five years' experience in the financial services industry specifically supporting wealth management or investment teams is highly preferredStrong client service skillsExcellent attention to detail and organizational skillsAbility to prioritize work, meet deadlines, and achieve goalsAbility to work well in a structure and collaborative team environment.Microsoft Office and Salesforce experience

Created: 2025-01-26