Job Details

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