Description
Administrative Assistant I – Investment Financial Administrator
Location: Willow Park, TX
About Us:
Our customer is a growing investment planning firm dedicated to helping clients reach their financial goals. We're looking for a proactive and detail-oriented Administrative Assistant to support our team and enhance our operational efficiency.
Key Responsibilities:
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Provide administrative support to investment planners and management.
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Manage scheduling, prepare reports, and coordinate client communications.
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Maintain client records and assist with onboarding.
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Help with compliance documentation and regulatory tasks.
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Identify and implement process improvements.
Requirements:
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Experience with investing or financial planning is required.
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Prior administrative experience, preferably in financial services or investment planning (not banking).
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Proficiency in Microsoft Office (Excel, Word, PowerPoint).
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Strong communication, organization, and multitasking skills.
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Experience with CRM or financial planning software is a plus.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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