Remote Administrative Assistant / Full-time

Workoo Technologies; Fort Worth (TX); Remote; USD 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking a Remote Administrative Assistant to manage relationships with high-net-worth clients. This role requires preparing presentations, coordinating meetings, and providing administrative support within a fast-paced environment. Ideal candidates should possess 3-5 years of experience in financial services, strong MS Office skills, and excellent communication abilities. A commitment to detail and professionalism is essential for success in this position.

Qualifications

• 3-5 years of experience in the financial services industry.
• Strong skills in Microsoft Excel and PowerPoint.
• Ability to analyze data reports effectively.

Responsibilities

• Prepare data and present to management.
• Coordinate meetings and prepare agendas.
• Manage vendor relationships for training.

Skills

Experience in financial services

Microsoft Office proficiency

Data analysis skills

Excellent communication

Attention to detail

Job description

About the job Remote Administrative Assistant / Full-time

Administrative Assistant build and maintain a relationship-based client portfolio, identify lead product opportunities, and offer a diversified product portfolio to a sophisticated, high net worth client base. An RM's responsibilities include developing and maintaining private client, professional, and business banking relationships, as well as offering deposit accounts, investment advisory accounts, loans and lines of credit, and trust and brokerage referrals to meet their client's needs.

Responsibilities

See service from a higher perspective.

As an Administrative Assistant, you'll have the opportunity to help increase our efficiency by providing effective administrative support, including interacting with various departments to assist with developing and executing training sessions and meetings.

What you'll do as an Administrative Assistant:

• Prepare and present data to various levels of staff, including senior and C-level management.
• Prepare emails, powerpoints, reports and other documents for internal and external distribution.
• Coordinate meetings, including gathering and preparing agendas and other materials, arranging communications logistics (remote or otherwise), and taking minutes related to RM trainings and meetings.
• Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements.
• Copy, file, organize and distribute various reports and documents.
• Submit expense reports, sponsorship requests and check requisitions.
• Manage vendor relationships and contracts for training sessions.
• Create and maintain list of RMs that graduated from RM Development Program.
• Maintain list of RMs and trainings that they have attended.
• Make catering arrangements for team and RM trainings.
• Order office and marketing supplies as needed.
• Lead and manage special projects on behalf of the manager.
• Navigate the organizational infrastructure to solve problems.
• Provide input and suggestions for process improvements.
• Assist with the recruiting and integration of new hires.

Qualifications

You could be a great fit if you have:

• Three to five years of experience in the financial services industry
• A strong working knowledge of Microsoft Office, particularly Excel and PowerPoint
• The ability to review and analyze data reports and manuals
• Excellent written and verbal communication skills
• The skill to confidently and professionally communicate with all levels of staff, including executive management
• The ability to work efficiently and accurately, with a keen eye for detail, in a fast-paced environment

Job Demands:

• Must be able to review and analyze data reports and manuals; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• May be required to lift 25-50 lbs.

Allied Global Marketing is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other status protected under federal, state or local law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.