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.