What are the responsibilities and job description for the Office Administrative Assistant position at Delta Dallas?
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 :
