Administrative Assistant

Delta Dallas is partnering with a wealth management firm in its search for an Administrative Assistant with strong Salesforce skills.

Great company culture!

Location: Uptown

Salary: DOE

Responsibilities include but not limited to:

• Scheduling and coordinating appointments, meetings, and events, effectively managing competing priorities.
• Handling incoming and outgoing communications, including phone calls, emails, and correspondence, ensuring timely responses.
• Tracking client interactions, including requests, calls, and emails, through Salesforce.
• Organizing travel arrangements, such as booking flights, accommodations, and transportation, while managing conflicting demands.
• Preparing agendas, materials, and presentations for meetings.
• Creating, formatting, and editing documents, reports, and presentations.
• Conducting research on various topics and compiling information to support management decision-making.
• Serving as a point of contact for clients and stakeholders, fostering positive relationships.
• Overseeing office supplies, equipment, and facilities management to ensure smooth operations.
• Performing general administrative tasks, including filing, data entry, and managing office logistics.
• Working with custodians and money movement

Requirements

• Bachelor's degree highly preferred
• Five plus years of administrative support experience
• Strong skills in salesforce