Administrative Assistant

Role Description

This is a full-time, 1099, on-site Administrative Assistant role, based in Dallas, TX. The Administrative Assistant will be responsible for supporting day-to-day office operations, and being able to work with efficiency. With handling administrative tasks, managing schedules, organizing meetings, and maintaining efficient workflows, this position requires strong MULTITASKING and VERSATILITY. The role also involves providing clerical support, professional communication and correspondence, and managing phone interactions with clients and internal staff. With opportunities for quarterly bonus', annual profit sharing, and efficiency rewards.

Qualifications

• LONGEVITY! We want somebody who is whole-heartedly committed to building something within our company.
• Ability to travel approximately once quarterly.
• Strong skills in Administrative Assistance and Clerical Tasks, including organization, document management, and multitasking
• Proficiency in Executive Administrative Assistance, such as calendar management, scheduling, and meeting coordination
• Effective Communication and Phone Etiquette skills to engage professionally with customers and colleagues
• Detail-oriented with the ability to manage time effectively and prioritize tasks
• Proficiency with office software and tools such as Microsoft Office Suite (Word, Excel, Outlook)
• Collaborative mindset and ability to work well in a team environment
• Prior experience in financial or wealth management industries is a plus
• High school diploma or equivalent; an associate degree or higher is preferred