Operations Administrative Assistant
4 weeks ago
Overview: The Operations Administrative Assistant's primary responsibility is to support the overall efficiency and processing of financial transactions and administrative tasks to ensure smooth and efficient operation in support of our financial planners. Attention to detail, compliance with regulations, high-quality back-office support, and the ability to work effectively with financial data are essential skills for this position.
Key Responsibilities:
- Transaction Processing: Accurately process a variety of financial transactions, including but not limited to deposits, withdrawals, transfers and account updates.
- Documentation and Record-Keeping: Maintain meticulous records of financial transactions, ensuring all documentation is complete, accurate, and compliant with regulatory requirements.
- Data Entry: Input financial data and information into computer systems or databases with a high level of accuracy and attention to detail.
- Compliance: Ensure compliance with all relevant financial regulations, policies, and procedures, and report any discrepancies or irregularities to superiors or compliance officers.
- Administrative Tasks: Assist with various administrative tasks, such as filing, document management, and office organization, to support efficient workflow.
- Technology Utilization: Utilize financial software, databases, and other tools to process transactions and access customer information.
- Customer service: Actively listening to client’s needs by being responsive, helpful and communicative.
Qualifications:
- Bachelor's degree required.
- Strong attention to detail and ability to prioritize and handle multiple tasks.
- Experience with Required Minimum Distributions is preferred.
- Proficiency in Microsoft Office and Salesforce is highly preferred.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Knowledge of financial regulations and compliance requirements.
About our company:
Since our establishment in 1968, North Texas Wealth Management has been dedicated to delivering fee-based wealth management services tailored to individuals and families at all stages of their investment journey. Our culture is team-oriented and has been described as “top of class” as we have a positive team environment with incentives, competitive benefits, and industry leading technology. We employ a values-based investing approach, using the latest technology to optimize planning and maximize both investment and tax strategies.
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