Administrative Assistant

2 weeks ago


Dallas, United States Hext Financial Group, LLC Full time

Admin Assistant to CEO

Admin Assistant to Audit Department

 

Reports directly to the CEO


Administrative Support for Financial Services Department

1.     Prepare/process Proposals

2.     Prepare/process Engagement Letters

3.     Format/process Financial Statements

4.     Backup support for Admin Team and Front Desk

5.     Schedule Department Meetings

6.     Schedule Meetings with clients for Managers

7.     Schedule CPE classes and order materials

8.     Prepare Senior Meeting Reports for weekly Senior meetings

9.     Keep accurate records on WRA/Audit Department Control Sheet

10. Audit Dept. – New Employee Manuals, etc.

11. Audit Dept. – Schedule interviews


Administrative support for CEO

1.     Schedule conference calls and meetings

2.     Catering for breakfast, lunch or events

3.     Mail out monthly bills

4.     Schedule and organize Mix and Mingles for the Firm

5.     Aspire program – Event planning from beginning to end

6.     Marketing projects

7.     Type correspondence

8.     Customer service to clients

9.     Book/coordinate travel arrangements

10. Personal assisting

11. Plan annual Firm holiday party

12. Management Retreat/Shareholders Meeting

13. Special projects as assigned



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