Luxury Wealth Management Administrative Concierge

Third Act Wealth Management, LLC; Dallas (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Paid time off and holidays

Job summary

A prominent wealth management firm in Dallas is looking for a polished Administrative Assistant. This role focuses on delivering exceptional client service and operational precision. The ideal candidate will possess a strong client service background, ideally with experience in financial services, and will showcase a professional demeanor. Responsibilities include processing client transactions, maintaining records, and enhancing client relationships. Comprehensive benefits and competitive compensation are offered.

Qualifications

• 1–3 years of client service experience in financial services.
• Polished and professional demeanor with exceptional communication skills.
• Strong ability to manage competing priorities in a fast-paced environment.

Responsibilities

• Process client transactions and account updates with accuracy.
• Maintain and update client records in the CRM system.
• Assist with client onboarding and generate account statements.
• Prepare meeting spaces and anticipate client preferences.

Skills

Client service experience

Communication skills

Attention to detail

Hospitality instincts

Education

Bachelor’s degree in relevant field

Tools

Microsoft Office Suite

CRM platforms

Canva

Job description

A prominent wealth management firm in Dallas is looking for a polished Administrative Assistant. This role focuses on delivering exceptional client service and operational precision. The ideal candidate will possess a strong client service background, ideally with experience in financial services, and will showcase a professional demeanor. Responsibilities include processing client transactions, maintaining records, and enhancing client relationships. Comprehensive benefits and competitive compensation are offered.