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    Executive Administrator - Dallas, United States - Strategic Wealth Planning

    Strategic Wealth Planning
    Strategic Wealth Planning Dallas, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    **NO RECRUITERS PLEASE**

    Strategic Wealth Planning

    Founded in 2003, Strategic Wealth Planning (SWP) is a growing boutique financial services firm with offices in North Dallas. SWP is dedicated to providing industry-leading financial plans to safeguard clients and their families, strengthen clients' businesses, and preserve and enhance clients' estates. SWP is perfect for a driven, self-starter who enjoys working in a small firm setting.

    Purpose/Summary: Client-facing individual contributor primarily responsible for administrative function and activities in boutique financial services firm who also performs high-level administrative support for CEO and office staff, anticipates needs, plans, and manages time efficiently.

    Description of Duties*

    • Greet guests and answer phone calls.
    • Safeguard confidential and sensitive information.
    • Track and help drive completion of key deliverables and follow up on outstanding items.
    • Maintain Salesforce contacts database.
    • Manage complex calendar and scheduling requirements.
    • Proactively coordinate and engage with leadership in planning and organizing events and meetings.
    • Maintain electronic and physical office and client files and implement system for secure storage and efficient access.
    • Coordinate travel.
    • Communicate with insurance and investment companies to obtain client data.
    • Maintain compliance logs.
    • Manage client correspondence and quarterly reports.
    • Maintain inventory of office supplies and order supplies as needed.
    • Assist in writing and distributing company blog and newsletter.
    • Transcribe correspondence and meeting notes.
    • Manage client touch programs.
    • Client file maintenance.
    • Open and fund new brokerage accounts.

    *This job description outlines primary duties and requirements and is not intended to identify all tasks that may be performed; individuals occupying the position may be required to perform other duties. The company may modify job duties from time to time, either in practice or in writing.

    Summary of Qualifications

    • High school diploma or equivalent required.
    • Associate's degree in office administration preferred.
    • 5 years of administrative support with 3 in the financial services industry preferred.
    • Proficient with Microsoft Office applications.
    • Knowledge of Salesforce preferred.
    • Ability to handle confidential information with discretion.
    • Excellent written and verbal communication skills.
    • Excellent organizational and time management skills, attention to detail, and proven ability to meet deadlines.
    • Ability to interact professionally with clients, associates, vendors, etc.
    • Life and Health insurance and/or securities licenses are a plus.

    **NO RECRUITERS PLEASE**

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