Overview
The primary responsibility of the Administrative Assistant role is to assist our financial planners with accomplishing administrative tasks, with a special focus on scheduling client annual reviews. This role is pivotal in ensuring that our financial advisors' calendars are consistently filled with appointments, and that all necessary materials and reports are prepared for each client meeting. Attention to detail, adherence to financial regulations, and the ability to provide high-quality back-office support are essential qualities for this position.
Key Responsibilities
· Scheduling and Client Interaction: Actively engage with clients to schedule, prepare for, and follow up on meetings. Maintain full and organized calendars for advisors, ensuring they are equipped with all necessary reports and information for each meeting.
· Transaction Processing: Accurately and efficiently process various financial transactions, including deposits, withdrawals, transfers, and account updates.
· Documentation and Record-Keeping: Keep meticulous records of financial transactions, ensuring all documentation is complete, accurate, and compliant with regulatory standards.
· Data Entry: Precisely input financial data into our systems with high accuracy and attention to detail.
· Compliance: Ensure adherence to all financial regulations and company policies, reporting any discrepancies to the appropriate personnel.
· Administrative Support: Assist with filing, document management, and other organizational tasks to support workflow efficiency.
· Technology Proficiency: Effectively utilize financial software, databases (including Salesforce), and other tools to process transactions and access customer information.
Qualifications
· Bachelor's degree required.
· Strong attention to detail and ability to handle multiple tasks simultaneously.
· Experience with Required Minimum Distributions is preferred.
· High proficiency in Microsoft Office and Salesforce.
· Ability to effectively manage time in a fast-paced environment.
· Familiarity with financial regulations and compliance requirements.
About North Texas Wealth Management
Since our inception in 1968, North Texas Wealth Management has dedicated itself to delivering fee-based wealth management services tailored to individuals and families at various stages of their financial journey. Our culture is team-oriented, fostering a positive environment with incentives, competitive benefits, and industry-leading technology. We utilize a values-based investing approach, leveraging the latest technology to optimize planning and maximize investment and tax strategies.
