Administrative Assistant

2 months ago

Coppell, United States CFO4Life Full time

Company Description

CFO4Life provides personalized investment portfolio management and financial planning services to individuals and businesses. With a team of experienced Certified Public Accountants, Certified Financial Planners®, and MBAs, we offer comprehensive wealth management solutions. Our strategies are guided by fundamental research, disciplined valuation techniques, and a long-term approach to maximize wealth. Located in Coppell, TX, we prioritize your financial security and aim to give you more time and less stress.


Qualifications Role Description

This is a full-time on-site role for an Administrative Assistant at CFO4Life in Coppell, TX. We are seeking a candidate with 3+ years of administrative experience who has a welcoming and positive disposition. The ideal candidate should have experience working in an office environment, performing administrative tasks, and providing support to coworkers. The ability to multitask, manage complex schedules, and meet changing deadlines is essential to the position. The role will need to have a strong knowledge of Microsoft Office suite of technologies along with experience in a CRM platform (Salesforce preferred). Attention to detail, strong verbal and written skills, and strong organizational skills are critical in this role. The candidate must thrive at working in a team environment and be able to perform multiple tasks successfully.


Responsibilities

  • Provide phone coverage by answering and directing calls on a multiline phone system
  • Managing incoming and outgoing mail (and/or shipments)
  • Daily opening and closing of the office and assisting in coordinating building services as needed
  • Provide administrative support to the team including printing/binding meeting documents, scanning meeting or tax documents, scheduling meetings, ordering new client gifts, etc.
  • Ordering and setting up catering for client and team meetings
  • Ordering and overseeing office supplies
  • General office maintenance including office equipment (printer, copier, postage machine) as well as managing certain vendors such as coffee delivery, etc.
  • Assist with client and team event planning
  • Maintaining firm Salesforce CRM updates, pulling reports
  • Maintaining firm Constant Contact and Advisor Stream, and sending bulk emails
  • Maintaining and sending client communications using Constant Contact, Advisor Stream and Salesforce campaigns
  • Update marketing material as needed
  • Assist with various accounting tasks
  • Travel coordinator

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