Financial Advisor Administrative Assistant

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an Administrative Assistant opportunity with a Wealth and Financial Advisor company in North Dallas.

The Administrative Assistant is responsible for the specific duties listed below.

Your specific duties will include:

• Manage CRM systems, including data entry, client database maintenance, and reporting.
• Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
• Coordinate case management, underwriting, and application processing.
• Provide administrative support to financial advisors and wealth management teams.
• Schedule appointments, manage calendars, and coordinate client meetings.
• Deliver high-level customer service and client relationship support.
• Handle inbound calls, message routing, and issue resolution.
• Prepare, edit, and proofread business correspondence and documentation.
• Process client communications and documentation with Home Office.
• Maintain organized client records, files, and compliance documentation.

Required qualifications for the position include:

• Strong customer service and communication skills.
• Experience in administrative support (financial services preferred).
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office and CRM systems.
• Proactive, detail-oriented, and team-focused.
• Texas Insurance Group I License preferred.

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO .

We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy

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Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.