Administrative Assistant
at Delta Dallas

Date Posted: 9/19/2022

Job Description

Administrative Assistant ??? North Dallas - $45K - $55K

Delta Dallas is partnering with a financial advisory firm located in North Dallas in search of an Administrative Assistant to join their team. This person will be directly supporting a financial advisor who specializes in 401K planning for individuals looking to personally invest.
The right candidate will describe themselves as Organized, Efficient, Proactive, and Trustworthy. In addition, this person will possess a demonstrated understanding in financial investment and 401K benefits.

Job Responsibilities include:

  • Processing of new client applications in a timely fashion. Determining which applications are ???Good Business??? to forward on to the appropriate party.
  • Acting as a liaison in ongoing communications between clients and advisors.
  • Scheduling appointments via Calendly for quarterly, semi-annually, and annuals reviews.
  • Maintenance and upkeeping of website database including: uploading of supporting documents, new insurance policies, client information, etc.
  • Overall coordination of tracking business processes through company???s CRM platform
  • Providing meeting preparation in the form of proposals and research for agents
  • Any other administrative duties as assigned


The Candidate will Possess:
  • Demonstrated knowledge of investments, insurance, and 401K plans
  • Client Securities licensed (Series 6 or 7) and Group 1 Insurance License preferred***
  • Friendly and positive demeanor with client and advisors
  • Driven, proactive, and a high sense of urgency

Job Snapshot

  • Employee Type: Full-Time
  • Location: Dallas, TX
  • Job Type: Other
  • Experience: Not Specified
  • Date Posted: 9/19/2022

About Us

Delta Dallas helps companies succeed by providing leadership and staffing expertise through customized recruiting programs. Our staffing solutions include administrative, accounting, and financial roles, as well as workforce management, workforce analytics, and skills-based training solutions. Beyond filling positions, we're committed to bringing employers and employees together for a more productive future.

Delta Dallas' award-winning team was recently recognized by the Texas Association of Personnel Consultants (TAPC) as the number one Temporary/Contract Service Administrative Team and number one in the Highest Revenue Increase category by the National Independent Staffing Association (NISA). For over 30 years, Delta Dallas has provided innovative staffing solutions for hundreds of companies in the Dallas/Fort Worth area.

Whether you're looking for full-time or supplemental (temporary) employment, better pay or more responsibility, or just a change of scenery- we can help you find the opportunity that's right for you. Our recruiters and staffing specialists will connect you with great companies and provide you with the resources and opportunities to help you achieve success. 

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