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

Dagne Dover

UX/UI Designer Job at Dagne Dover

 ...We are looking for a passionate UX/UI Designer who will be responsible for creating intuitive, visually appealing, and user-centered designs...  ...our brand identity online. Your role will play a key part in shaping the digital journey of our customers, from browsing... 

saa interiors + architecture

Designer Job at saa interiors + architecture

 ...SUMMARY The Intermediate Designer will work directly with the project team and will focus on assuming responsibility of the design and...  ...ways to bring enjoyment into the workday. We have a full-time event planner on staff to curate these experiences both for our SAAers... 

Jersey Innovative Services

$ PAID Internship in Social Work and Counseling masters level //// **New Jersey residents only** Job at Jersey Innovative Services

$ Paid internship NJ masters level Counseling, Psychology, MFT & Social Work internship *New Jersey residents and state-licensed providers only* Servicios Innovadores de Jersey (JIS) ha estado sirviendo a nios y jvenes en la comunidad de Nueva Jersey desde 2005...

Insight Global

Administrative Assistant Job at Insight Global

 ...Assistant to join a large company in Tulsa, OK. This role involves handling incoming and outgoing mail and packages, ensuring timely delivery while maintaining accurate tracking through various mailing systems. Additionally, it includes processing print job requests,... 

Ameriship Parcel Delivery

Courier/Independent Contractor Job at Ameriship Parcel Delivery

 ...Courier Schedule: Monday through Friday Location: Austin, TX 78752 Job Summary: Ameriship Parcel Delivery is a medical overnight and courier delivery service in Texas, Oklahoma, Arizona, Missouri, Kansas, Florida, Colorado, Georgia andIllinois. We are the...