Junior Administrative Assistant - Finance

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

Junior Administrative Assistant

Dallas, TX – in office. Must reside within a commutable distance. $22/hr.

We’re seeking a highly organizedJunior Administrative Assistant to support multiple advisor teams within a fast-paced financial services environment. This role focuses on administrative coordination and operational support that helps financial professionals manage documentation, internal processes, and time-sensitive workflows.

What You’ll Be Doing

• 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

What You Bring

• Priorexecutive assistant, administrative assistant, or operations support experience
• Strong proficiency withMicrosoft 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

Experience That Helps

• Administrative support experience within financial services, banking, accounting, or corporate environments
• Experience preparing expense reports, financial documentation, or billing records
• Supporting multiple executives or teams simultaneously
• Working with document management systems or high-volume administrative workflows

Why This Role Matters

In this role, you’ll help keep internal operations running smoothly by ensuring critical documentation, administrative workflows, and financial processes are completed accurately and on time. Your work directly supports the teams responsible for delivering financial guidance and services.

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.