Administrative Support Specialist - Wealth Management Team

Strategic Staffing Solutions, Inc.; Dallas (TX); Presencial; USD 25.000 - 36.000; A tiempo parcial

Descripción de la vacante

Strategic Staffing Solutions, Inc. in Dallas, TX is seeking an Administrative Support Specialist to support multiple financial advisor teams with organized office administration and strong Microsoft Office skills.

The role involves handling confidential documents, travel expense reports, billing allocations, and time-sensitive client payments while balancing competing priorities and deadlines in a wealth-management setting.

Formación

• Experience in administrative support or office coordination.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask and perform effectively under pressure.
• Strong teamwork, professionalism, and confidentiality.
• Ability to work independently and meet strict deadlines.

Responsabilidades

• Provide daily administrative support to multiple financial advisor teams.
• Prepare, review, and edit confidential correspondence and documents.
• Scan, organize, maintain, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation documentation.
• Coordinate and process time-sensitive quarterly client tax payments.
• Manage competing priorities and ensure accuracy and timely completion of assignments.
• Assist with additional administrative projects as needed.

Conocimientos

Organization

Communication

Multitasking

Confidentiality

Independence

Herramientas

Microsoft Word

Microsoft Excel

Outlook

Descripción del empleo

Strategic Staffing Solutions, Inc. in Dallas, TX is seeking an Administrative Support Specialist to support multiple financial advisor teams with organized office administration and strong Microsoft Office skills.

The role involves handling confidential documents, travel expense reports, billing allocations, and time-sensitive client payments while balancing competing priorities and deadlines in a wealth-management setting.