Executive Administrator
📋 Role Overview & Responsibilities
- *NO RECRUITERS PLEASE**
Strategic Wealth PlanningFounded 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*guests and answer phone calls.confidential and sensitive information.and help drive completion of key deliverables and follow up on outstanding items.Salesforce contacts database.complex calendar and scheduling requirements.coordinate and engage with leadership in planning and organizing events and meetings.electronic and physical office and client files and implement system for secure storage and efficient access.travel.with insurance and investment companies to obtain client data.compliance logs.client correspondence and quarterly reports.inventory of office supplies and order supplies as needed.in writing and distributing company blog and newsletter.correspondence and meeting notes.client touch programs.file maintenance.and fun 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 Qualificationsschool diploma or equivalent required.degree in office administration preferred.years of administrative support with 3 in the financial services industry preferred.with Microsoft Office applications.of Salesforce preferred.to handle confidential information with discretion.written and verbal communication skills.organizational and time management skills, attention to detail, and proven ability to meet deadlines.to interact professionally with clients, associates, vendors, etc.and Health and/or securities licenses are a plus.
- *NO RECRUITERS PLEASE**
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This position is located in Dallas, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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