Administrative Assistant

Cetera • Dallas, TX

6d • Hybrid

About The Position

This role is an administrative support position responsible for handling front-office communication, assisting with accounts receivable follow-ups, and supporting internal teams with clerical tasks and reporting. The position requires strong organizational, communication, and multitasking skills, along with proficiency in Microsoft Office. While experience in pension plans or tools like PensionPro and DocuSign is a plus, it is not mandatory.

Requirements

• General knowledge of office management systems and procedures
• Exceptional customer service skills a must (phone etiquette, etc.)
• Proficiency in MS Office (Outlook, MS Excel and MS PowerPoint)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task

Nice To Haves

• Experience in the Qualified Pension Plan field a plus, but not required
• Experience with DocuSign a plus, but not required

Responsibilities

• Answer and direct phone calls to appropriate person or department
• Monitor faxes incoming and outgoing
• Assist Accounts Receivable – letter preparation and calling clients about past due invoices
• Assist all internal departments with various clerical functions, report preparation and assigned projects
• Prepare and send routine blast emails via Pension Pro
• Maintain individual dashboard tasks assigned through Pension Pro
• Retrieving annual report downloads from various record-keepers
• Assist in the preparation of regularly scheduled monthly reports

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed