What are the responsibilities and job description for the Administrative Assistant position at Strategic Portfolio Solutions, LLC?
Company Description
Strategic Portfolio Solutions, LLC is dedicated to creating strategies tailored to meet individual needs, wants, and long-term goals. Our mission is to help develop, implement, and monitor personalized strategies to address each client's unique situation.
Role Description
This is a full-time Administrative Assistant role located in Dallas, TX. The Administrative Assistant will be responsible for providing administrative support, handling phone calls with professionalism and etiquette, communicating effectively, and utilizing executive administrative and clerical skills to assist in day-to-day tasks.
Qualifications
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills
- Organizational and time management skills
- Proficiency in MS Office (Word, Excel, Outlook)
- Attention to detail and problem-solving abilities
- Experience in a similar role is a plus
- Associate's or Bachelor's degree in Business Administration or related field
- Familiarity with Trading Software and Advyzon, IRebal