We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an
Administrative Assistant opportunity with a Wealth and Financial Advisor company in North Dallas.
The Administrative Assistant is responsible for the specific duties listed below.
Your specific duties will include:
- Manage CRM systems, including data entry, client database maintenance, and reporting.
- Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
- Coordinate case management, underwriting, and application processing.
- Provide administrative support to financial advisors and wealth management teams.
- Schedule appointments, manage calendars, and coordinate client meetings.
- Deliver high-level customer service and client relationship support.