Executive Administrator
NO RECRUITERS PLEASE
Strategic Wealth Planning
Founded in 2003, Strategic Wealth Planning (SWP) is a growing boutique financial services firm with offices in North Dallas.
SWP is dedicated to providing industry-leading financial plans to safeguard clients and their families, strengthen clients’ businesses, and preserve and enhance clients’ estates.
SWP is perfect for a driven, self-starter who enjoys working in a small firm setting.
Purpose / Summary : Client-facing individual contributor primarily responsible for administrative function and activities in boutique financial services firm who also performs high-level administrative support for CEO and office staff, anticipates needs, plans, and manages time efficiently.
Description of Duties*
- Greet guests and answer phone calls.
- Safeguard confidential and sensitive information.
- Track and help drive completion of key deliverables and follow up on outstanding items.
- Maintain Salesforce contacts database.
- Manage complex calendar and scheduling requirements.
- Proactively coordinate and engage with leadership in planning and organizing events and meetings.
- Maintain electronic and physical office and client files and implement system for secure storage and efficient access.
- Coordinate travel.
- Communicate with insurance and investment companies to obtain client data.
- Maintain compliance logs.
- Manage client correspondence and quarterly reports.
- Maintain inventory of office supplies and order supplies as needed.
- Assist in writing and distributing company blog and newsletter.
- Transcribe correspondence and meeting notes.
- Manage client touch programs.
- Client file maintenance.
- Open and fund new brokerage accounts.
- This job description outlines primary duties and requirements and is not intended to identify all tasks that may be performed;
individuals occupying the position may be required to perform other duties. The company may modify job duties from time to time, either in practice or in writing.
Summary of Qualifications
- High school diploma or equivalent required.
- Associate’s degree in office administration preferred.
- 5 years of administrative support with 3 in the financial services industry preferred.
- Proficient with Microsoft Office applications.
- Knowledge of Salesforce preferred.
- Ability to handle confidential information with discretion.
- Excellent written and verbal communication skills.
- Excellent organizational and time management skills, attention to detail, and proven ability to meet deadlines.
- Ability to interact professionally with clients, associates, vendors, etc.
- Life and Health insurance and / or securities licenses are a plus.
NO RECRUITERS PLEASE
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