Administrative Assistant Job at Delta Dallas, Dallas, TX

OHo4ekNGbXVCSkczY29Jamh3U1JneVUxN0E9PQ==
  • Delta Dallas
  • Dallas, TX

Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities:

  • Support for Lead Advisor
  • Some client interaction – mainly for scheduling
  • Tracking of meetings and tasks
  • Send/receive client documents, including via DocuSign, email, mail
  • Facilitate money movements using custodian websites
  • Prepare money movement paperwork and some custodian forms
  • Perform some administrative functions on a limited basis, including scanning, copying, and filing electronically in document management system
  • Client communication, respond to some day-to-day client inquiries
  • Assist in preparing for client meetings and events as needed

Qualifications:

  • Very strong attention to detail
  • Able to work quickly/efficiently/accurately, to prioritize work, and to take direction from multiple people
  • Very organized and ability to keep up with tasks in a fast-paced environment
  • Good with technology, proficient in Microsoft Office Suite, including Excel
  • Strong analytical and problem-solving skills
  • Communicate effectively, both orally and in writing, with strong interpersonal skills
  • High level customer service
  • Ability to meet deadlines

Job Tags

Similar Jobs

The Social Shepherd

Senior Social Content Strategist Job at The Social Shepherd

 ...About Us - The Social Shepherd &##128017; We're a Social-first...  ...Lead a small team (12x Social Media Executives) wholl support...  ...years of hands-on social media experience, ideally with a strong focus...  ...-term career in Social Media Marketing and are excited by the idea of... 

Precision Oral Surgery-GA

Lead Treatment Coordinator Job at Precision Oral Surgery-GA

Role and Responsibilities The Treatment Coordinator will greet patients, answer telephones, schedule appointments, and provide cost estimate and collect patient financial responsibility. The Treatment Coordinator will also manage the doctor's schedule and any communications...

Omega Holdings

Electrical Designer Job at Omega Holdings

 ...We are looking for a detail-oriented and skilled Mechanical-Electrical Drafter to join our engineering team. The ideal candidate will...  ...assemblies using SolidWorks, with an emphasis on sheet metal designs. Create detailed 2D and 3D models of mechanical components... 

Insight Global

Entry Level CAD Designer Job at Insight Global

 ...MUST HAVES: ~ Experience with Design software (AutoCAD, Solidworks, Creo, Microstation, etc.) or FROGS ~ Open to travel periodically (NC and GA) (Some overnight - not as common) (personal vehicle/expenses/car rental/per Diem included)~ Successful completion of high... 

EF English First

Hiring Immediately! Teach English in China! Training, Full Support & Free Flight Provided Job at EF English First

 ...First to teach in China! Where you can earn money, travel across Asia in your free time while developing yourself personally and professionally through the support of its global network and training. At EF English First, we offer a plethora of career paths to choose from,...