Overview
Office Administrative Assistant Jobs in Dallas, TX at Delta Dallas
Title: Office Administrative Assistant
Company: Delta Dallas
Location: Dallas, TX
Administrative Assistant
Delta 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 rooms
Manage office and kitchen supply inventory and budget
Schedule and confirm appointments for internal/external contacts
Coordinate company events and meetings
Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client’s professional team, building trusted relationships
Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
Prepare, send out and execute new client onboarding paperwork
Prepare money movement paperwork and some custodian forms
Facilitate money movements using custodian websites
Special projects as assigned
Requirements:
Bachelor’s degree highly preferred
Three to five years’ experience in the financial services industry specifically supporting wealth management or investment teams is highly preferred
Strong client service skills
Excellent attention to detail and organizational skills
Ability to prioritize work, meet deadlines, and achieve goals
Ability to work well in a structure and collaborative team environment.
Microsoft Office and Salesforce experience
