Administrative Assistant Job at Delta Dallas, Dallas, TX

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  • Delta Dallas
  • Dallas, TX

Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities:

  • Support for Lead Advisor
  • Some client interaction – mainly for scheduling
  • Tracking of meetings and tasks
  • Send/receive client documents, including via DocuSign, email, mail
  • Facilitate money movements using custodian websites
  • Prepare money movement paperwork and some custodian forms
  • Perform some administrative functions on a limited basis, including scanning, copying, and filing electronically in document management system
  • Client communication, respond to some day-to-day client inquiries
  • Assist in preparing for client meetings and events as needed

Qualifications:

  • Very strong attention to detail
  • Able to work quickly/efficiently/accurately, to prioritize work, and to take direction from multiple people
  • Very organized and ability to keep up with tasks in a fast-paced environment
  • Good with technology, proficient in Microsoft Office Suite, including Excel
  • Strong analytical and problem-solving skills
  • Communicate effectively, both orally and in writing, with strong interpersonal skills
  • High level customer service
  • Ability to meet deadlines

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