Administrative Assistant

Rogers Wealth Group; Fort Worth (TX); On-site; USD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Long‑term disability

Basic life insurance

Dental/vision discount plan

401(k) with match

Annual bonus

Paid holidays & PTO

Breakfast Fridays

Shopping bonuses

Career training opportunities

Job summary

Rogers Wealth Group is seeking an energetic Administrative Assistant (On-Site) in Fort Worth, TX to support daily office operations and client service.

The role requires strong data entry, proficiency with Microsoft Office, and excellent verbal and written communication. You will greet clients, manage correspondence, handle scheduling, assist with accounting tasks, and help prepare quarterly reports while maintaining accurate records.

Qualifications

• Prior experience in an administrative or office support role required.
• Strong data entry skills required.
• Proficiency in Microsoft Office (Word, Excel, Outlook) required.
• Strong verbal and written communication skills required.
• Prior accounting experience preferred or required (as applicable).
• Highly organized with strong problem-solving skills and attention to detail.
• Ability to multitask and work independently in a fast-paced environment.

Responsibilities

• Greet and assist clients in a professional and welcoming manner
• Answer, screen, and direct incoming phone calls
• Prepare, write, and distribute emails, letters, memos, and forms
• Process incoming and outgoing mail; deliver mail to the post office as needed
• Order and maintain office supplies
• Perform data entry and maintain accurate client records
• Post account activity to client accounts
• Assist with accounting-related tasks and document preparation
• Generate and assist with quarterly reports
• Print, assemble, and mail quarterly reports
• Count, scan, file, and organize documents
• Prepare distribution and loan documents
• Assist with client meeting preparation and cleanup
• Perform general office tasks, including light cleaning duties as needed (e.g., dishes)

Skills

Data entry

Microsoft Office

Verbal and written communication

Organizational skills

Multitasking

Independent work

Accounting experience

Job description

Overview

Rogers Wealth Group is seeking an energetic and responsible Administrative Assistant (On-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail.

What You’ll Do

• Greet and assist clients in a professional and welcoming manner
• Answer, screen, and direct incoming phone calls
• Prepare, write, and distribute emails, letters, memos, and forms
• Process incoming and outgoing mail; deliver mail to the post office as needed
• Order and maintain office supplies
• Perform data entry and maintain accurate client records
• Post account activity to client accounts
• Assist with accounting-related tasks and document preparation
• Generate and assist with quarterly reports
• Print, assemble, and mail quarterly reports
• Count, scan, file, and organize documents
• Prepare distribution and loan documents
• Assist with client meeting preparation and cleanup
• Perform general office tasks, including light cleaning duties as needed (e.g., dishes)

What We’re Looking For

• Prior experience in an administrative or office support role required
• Strong data entry skills required
• Proficiency in Microsoft Office (Word, Excel, Outlook) required
• Strong verbal and written communication skills required
• Prior accounting experience preferred or required (as applicable)
• Highly organized with strong problem‑solving skills and attention to detail
• Ability to multitask and work independently in a fast‑paced environment

Compensation & Benefits

• Competitive salary based on experience, certifications, and education
• Company pays 100% of employee’s health, long‑term disability, and basic life insurance
• Voluntary dental/vision discount plan available
• 401(k) plan with enhanced safe harbor match 5%
• Annual performance-based bonus
• Paid holidays and paid time off
• Breakfast provided on Fridays
• Occasional shopping bonuses
• Opportunities for ongoing training and career advancement