Administrative Assistant
at Delta Dallas

Date Posted: 4/26/2019

Job Description

Our client, a Financial Investment firm with a new office in Dallas, TX, is hiring a proactive and ambitious experienced Administrative Assistant. This Administrative Assistant will focus on supporting two senior-level executives and their team of financial advisors.  The ideal candidate will have at least three years of related experience, as well as an energetic and proactive approach.  If you are interested in this opportunity and would like to be considered, please submit a copy of your resume today! RESPONSIBILITIES

  • Assist Financial Investment Advisor/Broker team with Salesforce database needs including entering business card information, updating relationships of client and bankers, adding contacts to campaigns, creating buyer lists to deals, and updating parties during the cycle of the deal
  • Preparing client presentations, marketing and meeting materials for advisors
  • Document flow tracking and managing work flow
  • Company phone operations - answering & routing phone calls as needed
  • Take calls directly from clients/accountants/lawyers/banks/brokerages to resolve/provide follow-up on all non-investment matters
  • Assist portfolio managers with: telephone coverage, written communications/reports, account restriction/guideline monitoring, trade allocation program prep, periodic commentary preparation/distribution, maintenance of accurate client records
  • Audit daily account cash/trade activity identify errors and reconcile discrepancies
  • Electronic, physical filing and maintenance
  • Open new client accounts and administer asset transfers
  • Schedule appointments and manage financial advisors’ calendars
  • Transcribing notes into database
  • General support duties for office staff, such as scanning, emailing, printing, and faxing
  • Producing various materials including daily reports, market data information, meeting prep packets, research materials, presentations, etc.
  • Handling daily mail, file systems, expense reporting, etc.
  • Special administrative projects as needed



Job Requirements

REQUIREMENTS:

  • Associate's or bachelor’s degree preferred
  • 3 plus years' experience as an Administrative Assistant working with multiple team members
  • Investment Banking/Financial Services/Wealth Management/Securities experience is a HUGE PLUS
  • Familiarity with CRM systems, such as Salesforce and/or SmartOffice
  • Excellent attention to detail and follow-through skills
  • High level of reliability, diligence, professionalism and discretion is required
  • Professional demeanor with strong oral and written communication skills
  • Strong organizational skills with ability to prioritize and handle multiple tasks simultaneously
  • Ability to work independently with minimal supervision
  • Demonstrated proficiency with Microsoft Office products
  • Ability to complete work with speed and accuracy, often under pressure and/or short deadlines

Job Snapshot

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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