Administrative Assistant

Delta Dallas is partnering with a Financial Wealth Management Advisory firm in its search for Administrative/Operations Assistant.
This role is responsible for the back-end operational support and include money movement, onboarding new clients, preparing daily reports and assisting advisors as needed.
Responsibilities include: Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client's professional team, building trusted relationshipsSupport advisors, other team members and clientsHandle incoming advisor and client phone calls by resolving and troubleshooting service issuesPrepare, send out and execute new client onboarding paperworkPrepare money movement paperwork and some custodian formsFacilitate money movements using custodian websitesRun daily reportsOther administrative/operational duties as assigned Requirements: Bachelor's degree highly preferredStrong client service skillsExcellent attention to detail and organizational skillsAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentAbility to work well in a structure and collaborative team environment.