In-Office Financial Admin Assistant: Multi-Team Support

Prince Perelson & Associates; Dallas (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Prince Perelson & Associates is seeking a Junior Administrative Assistant in Dallas, TX to support multiple advisor teams in a fast-paced financial services setting. The role emphasizes administrative coordination, documentation, and timely workflows.

Responsibilities include preparing confidential correspondence, maintaining records, expense reporting, and assisting with financial documents. This in-office position requires strong organizational skills and discretion.

Qualifications

• Prior executive assistant, administrative assistant, or operations support experience.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Exceptional organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and ability to handle confidential information.
• Clear communication skills and a collaborative mindset.

Responsibilities

• Prepare, review, and edit confidential correspondence and internal documents
• Scan, organize, and maintain records across multiple internal systems
• Assist with travel expense reporting and internal billing allocations
• Support time-sensitive financial documentation and transaction processing
• Coordinate administrative tasks across multiple teams and professionals
• Assist with operational projects and workflow management as needed

Skills

Executive/Administrative support

Time management

Communication

Prioritization

Confidentiality

Collaboration

Tools

Microsoft Word

Excel

Outlook

Job description

Prince Perelson & Associates is seeking a Junior Administrative Assistant in Dallas, TX to support multiple advisor teams in a fast-paced financial services setting. The role emphasizes administrative coordination, documentation, and timely workflows.

Responsibilities include preparing confidential correspondence, maintaining records, expense reporting, and assisting with financial documents. This in-office position requires strong organizational skills and discretion.