Administrative Assistant

Workway, Inc.•Dallas, TX

4d•Onsite

About The Position

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. Handle inbound calls, message routing, and issue resolution. Prepare, edit, and proofread business correspondence and documentation. Process client communications and documentation with Home Office. Maintain organized client records, files, and compliance documentation.

Requirements

Strong customer service and communication skills.
Experience in administrative support (financial services preferred).
Ability to manage multiple tasks and prioritize effectively.
Proficiency in Microsoft Office and CRM systems.
Proactive, detail-oriented, and team-focused.

Nice To Haves

Texas Insurance Group I License preferred.

Responsibilities

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.
Handle inbound calls, message routing, and issue resolution.
Prepare, edit, and proofread business correspondence and documentation.
Process client communications and documentation with Home Office.
Maintain organized client records, files, and compliance documentation.