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Posted: Thursday, February 1, 2018 5:22 AM

Job Description
REGISTERED CLIENT ASSOCIATE
Seeking an Administrative Assistant in Financial Services to assist the President for a financial planning group in the Dallas area.
The ideal candidate has 3 years of experience as an Administrative Assistant, has excellent calendar management skills, the ability to work on multiple projects simultaneously and has completed their series 7. This is a great opportunity for an administrative assistant with experience in the financial industry to work with one of Dallas top financial planning firms.
RESPONSIBILITIES
:Manage the calendar proactively, including the scheduling and planning of internal, external, and personal appointments, meetings, and marketing activities.
:Support the president and high:end clients.
:Assist in ensuring exceptional customer service at every step.
:Provide basic administrative assistance, including data entry, supply orders additional projects, mailing, and recordkeeping.
:Manage time effectively to meet and exceed deadlines.
:Compose, proofread, organize, and maintain confidential correspondence.
:Assist with operational optimization; making recommendations for improvement, and developing processes for tracking business and maintaining paperwork.
:Manage the calendar proactively, including the scheduling and planning of internal, external, and personal appointments, meetings, and marketing activities.
:Complete all forms accurately and efficiently; submitting and file all documentation in a timely.
:In the absence of the Financial Advisor, assist clients with investments, trading, paperwork, etc.
REQUIREMENTS
:Minimum 3 years experience
:Series 7 Obtained
:Fast learner, able to pick up and run the job with little training.
:Previous Investment Advisory experience
:Familiarity with CRM platforms
:Highly organized and motivated; able to multi:task and prioritize appropriately.
Job code: 10478
DES, Inc. is an equal opportunity third party and does not discriminate against candidates on the basis of race, gender, disability, veteran status or other protected characteristics. If you require application assistance, please call our office at
x200B;
Company Description
Founded in 1965, DES is one of the oldest and most successful staffing firms in the Southwest. We have been recognized by The Texas Association of Personnel Consultants for having the top:producing personnel consultant for the past 18 years. Our client base is comprised of Fortune 500 corporations, mid:sized and small companies, as well as high:profile individuals.

Source: https://www.tiptopjob.com/jobs/77836608_job.asp?source=backpage


• Location: Dallas

• Post ID: 77562457 dallas
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