Current jobs related to Administrative Assistant - Allen - North Texas Wealth Management
-
Administrative Assistant
6 hours ago
Allen, United States Neighborhood Management Full timeWe are seeking an energetic individual to fill the role of Administrative Assistant. In this role you will provide key support in the day to day operations of the on-site HOA property. Responsibilities: Provide administrative support to on-site HOA staff. Assist Board of Directors, homeowners, and vendors with various inquiries Provide coordination of...
-
Administrative Assistant
2 weeks ago
Allen Park, Michigan, United States DaVita Full timeAbout DaVitaDaVita is a community-first company that values its teammates and patients above all else. We strive to create a workplace where everyone feels like they belong.Job SummaryWe are seeking a highly skilled and personable Administrative Assistant to join our team. As an Administrative Assistant, you will play a critical role in ensuring the timely...
-
Administrative Assistant
1 month ago
Glen Allen, United States Robert Half Full timeJob DescriptionJob DescriptionWe are seeking an Administrative Assistant to join our client located in Glen Allen, Virginia. This role involves managing various administrative tasks within our organization, ensuring a smooth workflow. As an Administrative Assistant, you'll play a key role in maintaining our office operations and will support our team...
-
Administrative Assistant
5 hours ago
Glen Allen, United States BankTalent HQ Full timeThe Administrative Assistant will provide high level administrative support to the Executive Director of the Virginia Mortgage Bankers Association (VMBA) and the Vice President of Education & Training assisting each of them in achieving the goals of the respective departments. Duties and Responsibilities Virginia Mortgage Bankers Association Support...
-
Administrative Assistant
3 hours ago
Glen Allen, United States Tribble Electric Full timeWho We’re Hiring: Tribble Electric is looking for an Administrative Assistant to join our team! The Administrative Assistant position is built to provide exceptional customer service while focusing on best business practices to ensure the office meets our current and potential clients' needs. The ideal candidate must be able to work within a high energy,...
-
Administrative Assistant
2 hours ago
Glen Allen, United States Doswell Operating Group Full timeJob DetailsJob Location TRIBBLE MAIN OFFICE - GLEN ALLEN, VA Position Type Full Time Education Level High School Job Shift Day Job Category Admin - Clerical DescriptionWho We're Hiring: Tribble Electric is looking for an Administrative Assistant to join our team!The Administrative Assistantposition is built to provide exceptional customer service while...
-
Administrative Coordinator
2 weeks ago
Allen, Texas, United States Veer Healthcare Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Veer Healthcare. As an Admin Assist/Accounting professional, you will play a crucial role in supporting our operations and ensuring the smooth day-to-day functioning of our office.Key Responsibilities:Provide administrative support to our team...
-
Administrative Coordinator
2 weeks ago
Allen, Texas, United States Veer Healthcare Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Veer Healthcare. As an Admin assist/accounting professional, you will play a crucial role in supporting our growing company.Key Responsibilities:Provide administrative support to our team membersAssist with accounting and financial tasksDevelop...
-
Allen Park, Michigan, United States Total Renal Care Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Assistant/Patient Care Technician to join our team. As a key member of our healthcare team, you will play a vital role in ensuring the timely and accurate completion of administrative tasks, while providing exceptional patient care and support.Key ResponsibilitiesEnsure the...
-
Glen Allen, United States Patient First Full timeCreating and maintaining electronic employee Human Resources and Training files;Processing Human Resources and Training expense summaries;Reviewing and processing complete employee initial training packets;Maintaining and setting up conference rooms; Administrative Assistant, Training, Human Resource, Administrative, Processing, Assistant, Healthcare
-
Fleet Administrative Assistant
1 month ago
Glen Allen, Virginia, United States Primoris Services Corporation Full timeJob SummaryWe are seeking a highly organized and detail-oriented Fleet Administrative Assistant to join our team at Primoris Services Corporation. As a key member of our fleet management team, you will be responsible for ensuring the accuracy of asset transfers, executing transfers and other processes related to fleet management data systems, and generating...
-
Allen Park, Michigan, United States Total Renal Care Full timeWe are seeking a highly skilled Administrative Assistant/Patient Care Technician to join our team at Total Renal Care. In this role, you will be responsible for providing administrative support to our healthcare team, ensuring the timely and accurate completion of tasks, and providing exceptional patient care.Key Responsibilities:Provide administrative...
-
Allen Park, Michigan, United States Total Renal Care Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Assistant/Patient Care Technician to join our team at DaVita. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our outpatient and hospital facilities.Key ResponsibilitiesEnsure timely and accurate completion of change...
-
Administrative Coordinator
3 weeks ago
Allen Park, Michigan, United States Stefanini Group Full timeJob Title: Administrative AssistantWe are seeking a highly skilled and organized Administrative Assistant to join our team at Stefanini Group.Job Summary:The successful candidate will provide administrative support to our leadership team, ensuring seamless day-to-day operations and maintaining the highest level of confidentiality.Key Responsibilities:Provide...
-
Fleet Administrative Assistant
4 months ago
Glen Allen, United States Primoris Services Corporation Full timePRIMORIS POWER DELIVERY IS ON POINT IN 2024 With over 70 years of operating experience, Primoris Power Delivery services include engineering and design, installation and maintenance, material and equipment procurement, repair of electrical transmission, distribution, substation, wireless...
-
Allen Park, Michigan, United States DaVita Full timeWe are seeking a highly skilled Administrative Assistant/Patient Care Coordinator to join our team at DaVita. In this role, you will be responsible for ensuring the timely and accurate completion of change requisitions, treatment logs, patient charts, invoices, and purchase orders. You will also assist patients with transportation arrangements and physician...
-
Allen Park, Michigan, United States Total Renal Care Full timeAbout the RoleWe are seeking a highly skilled and organized Administrative Assistant/Patient Care Technician to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our outpatient and hospital facilities.Key ResponsibilitiesManage change requisitions, treatment logs, patient charts, invoices, and...
-
Estate Administration Specialist
1 week ago
Glen Allen, Virginia, United States Efficus, Inc. Full timeEstate Administration SpecialistAt Efficus, Inc., we are seeking a highly skilled Estate Administration Specialist to join our team. The ideal candidate will have at least five years of experience in probate, accounting, or estate administration. This role requires excellent time management skills, both in personal workflow and in managing deadlines. The...
-
Accounting Assistant
1 month ago
Allen, Texas, United States MDD Forensic Accountants Full timeJob DescriptionAccounting AssistantMDD Forensic Accountants is seeking an experienced Accounting Assistant to support our team in a remote setting. As an essential member of our team, you will be responsible for providing administrative support, maintaining accurate records, and ensuring seamless financial operations.Key ResponsibilitiesPrepare and review...
-
Contract Administrator
1 month ago
Glen Allen, Virginia, United States Apex Systems Full timeJob Title: Contracts AdministratorWe are seeking a highly organized and detail-oriented Contracts Administrator to join our team at Apex Systems. As a Contracts Administrator, you will be responsible for reviewing and revising commercial contracts, maintaining accurate database and file records, and communicating with sales leaders regarding contract...
Administrative Assistant
4 months ago
Overview
The primary responsibility of the Administrative Assistant role is to assist our financial planners with accomplishing administrative tasks, with a special focus on scheduling client annual reviews. This role is pivotal in ensuring that our financial advisors' calendars are consistently filled with appointments, and that all necessary materials and reports are prepared for each client meeting. Attention to detail, adherence to financial regulations, and the ability to provide high-quality back-office support are essential qualities for this position.
Key Responsibilities
· Scheduling and Client Interaction: Actively engage with clients to schedule, prepare for, and follow up on meetings. Maintain full and organized calendars for advisors, ensuring they are equipped with all necessary reports and information for each meeting.
· Transaction Processing: Accurately and efficiently process various financial transactions, including deposits, withdrawals, transfers, and account updates.
· Documentation and Record-Keeping: Keep meticulous records of financial transactions, ensuring all documentation is complete, accurate, and compliant with regulatory standards.
· Data Entry: Precisely input financial data into our systems with high accuracy and attention to detail.
· Compliance: Ensure adherence to all financial regulations and company policies, reporting any discrepancies to the appropriate personnel.
· Administrative Support: Assist with filing, document management, and other organizational tasks to support workflow efficiency.
· Technology Proficiency: Effectively utilize financial software, databases (including Salesforce), and other tools to process transactions and access customer information.
Qualifications
· Bachelor's degree required.
· Strong attention to detail and ability to handle multiple tasks simultaneously.
· Experience with Required Minimum Distributions is preferred.
· High proficiency in Microsoft Office and Salesforce.
· Ability to effectively manage time in a fast-paced environment.
· Familiarity with financial regulations and compliance requirements.
About North Texas Wealth Management
Since our inception in 1968, North Texas Wealth Management has dedicated itself to delivering fee-based wealth management services tailored to individuals and families at various stages of their financial journey. Our culture is team-oriented, fostering a positive environment with incentives, competitive benefits, and industry-leading technology. We utilize a values-based investing approach, leveraging the latest technology to optimize planning and maximize investment and tax strategies.
