Administrative Assistant, Wealth Management & CRM
Overview
You will own client database integrity and administrative operations for a wealth and financial advisor firm in North Dallas. Manage CRM systems, coordinate case processing, and support a team of advisors. You will work onsite with direct access to leadership and a clear path for growth in financial services administration. This role centers on precision and client experience, making it a strong fit for detail-oriented multitaskers.
What You'll Do10
- 1Manage CRM systems, including data entry, client database maintenance, and reporting.
- 2Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
- 3Coordinate case management, underwriting, and application processing.
- 4Provide administrative support to financial advisors and wealth management teams.
- 5Schedule appointments, manage calendars, and coordinate client meetings.
- 6Deliver high-level customer service and client relationship support.
- 7Handle inbound calls, message routing, and issue resolution.
- 8Prepare, edit, and proofread business correspondence and documentation.
- 9Process client communications and documentation with Home Office.
- 10Maintain organized client records, files, and compliance documentation.
Requirements6
- 1Strong customer service and communication skills.
- 2Experience in administrative support (financial services preferred).
- 3Ability to manage multiple tasks and prioritize effectively.
- 4Proficiency in Microsoft Office and CRM systems.
- 5Proactive, detail-oriented, and team-focused.
- 6Texas Insurance Group I license preferred.
Salary Insight
$50 - $55k per year
Location
Required Skills
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