Receptionist/Administrative Assistant

Job Posting: Office Administrative Assistant

Location: [12801 North Central Expy Dallas Texas 75243/On-Site]

Position Type: Full-Time

About Us

For nearly 30 years, our company has built a strong reputation partnering with high-net-worth clients to deliver tailored financial benefits and investment strategies. As a tight-knit, established small business, we pride ourselves on exceptional client service, discretion, and a collaborative team environment. We are looking for a tech-savvy professional to help keep our daily operations and automated workflows running seamlessly.

Position Summary

The Office Administrative Assistant serves as an essential pillar of our team, owning day-to-day office technology, complex calendar management, client communications, and process efficiency. The ideal candidate is highly proficient in Microsoft 365, exceptionally organized, discreet with sensitive financial information, and comfortable leveraging technology and automations to optimize office workflows.

Key Responsibilities

Calendar & Schedule Management: Master-level management of complex Outlook calendars, coordinating executive schedules, client meetings, and appointments with zero margin for error.

Technology & Workflow Optimization: Utilize and maintain office technology platforms, setting up and optimizing digital workflows, automations, and tracking systems to save time and streamline operations.

Client Service & Communication: Greet visiting clients with professionalism and provide warm, polished phone and email correspondence.

Data & Document Management: Maintain precise spreadsheets, manage data entry, and organize secure digital records using advanced Microsoft tools.

Office Coordination: Handle incoming/outgoing correspondence, monitor office supplies, and ensure a professional, orderly office environment.

General Support: Assist management and team members with ad-hoc tech projects, report formatting, and day-to-day administrative tasks.

Qualifications & Skills

2+ years of administrative experience, preferably within a professional services, financial, or corporate office setting.

Advanced Microsoft Office & Outlook Expertise: Deep proficiency in Microsoft Excel, Word, and Outlook Calendar management (handling heavy scheduling, delegation, and time-zone coordination).

Tech-Savvy & Systems-Oriented: Demonstrated ability to quickly learn new software, manage digital databases, and understand/troubleshoot workflows and automations.

Discretion & Professionalism: High level of confidentiality when handling high-net-worth client information.

Strong written and verbal communication skills with meticulous attention to detail.

High school diploma or equivalent; college degree or business coursework is a plus.

Pay: $20.00 - $40.00 per hour

Work Location: In person