Administrative Coordinator

7 hours ago

Fort Worth, Texas, United States SWMG, LLC Full time
About Our Team

We are a fast-growing financial planning and investment firm located in downtown Fort Worth, TX. At SWMG, LLC, we pride ourselves on being a boutique Registered Investment Advisor with a focus on retirement planning, investment management, and business planning for high net worth clients and business owners.

Job Title: Administrative Assistant

We are seeking an exceptional Administrative Assistant to join our team. This role will be responsible for providing administrative support to the CEO and other team members. The ideal candidate will have strong organizational skills, excellent communication abilities, and experience working in a professional setting.

The estimated salary for this position is $45,000 - $55,000 per year, depending on experience. We offer a comprehensive benefits package, including medical, dental, vision, disability, life insurance, PTO, and 401(k) with match.

Key Responsibilities:

  • Personal assistant to CEO
  • Primary person to answer phones in a professional manner and route calls as necessary
  • Primary backup to the Front Desk Receptionist/Hospitality Greeter
  • Prepare for Client Meetings
  • Complete Daily Meeting Prep Checklist and turn into the manager daily
  • Check Calendar every morning for meeting times
  • Coordinate with Front Desk Receptionist
  • Prepare Cookies - Check client CRM for drink preferences
  • Ensure conference room is clean and prepped for each meeting
  • Process inbound/outbound mail, checks, etc.
  • Coping, scanning, labeling and electronically filing documents
  • Maintain client records within CRM database (Redtail)
  • Interface with clients, team members, business partners and vendors
  • Maintain and organize office supply room
  • Cleaning and assembling of items as needed per Manager
  • Routine bathroom checks & cleaning as necessary to maintain professional appearance
  • Vacuum hallways and Conference rooms at close of day
  • Kitchen trash and any other trash or boxes taken out to dumpster
  • Decorate for Staff Birthdays
  • Write and update job duties' checklist and instructions
  • Complete other requests and projects as needed

Requirements:

  • High school diploma or GED required
  • Minimum 3 years' experience in as an administrative assistant or equivalent in a professional setting
  • Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and Adobe Acrobat
  • Experience using Client Relationship Management (CRM) software
  • Experience in the financial or accounting industry preferred
  • Three (3) professional references

Skill Requirements:

  • Strong attention to detail with the ability to work independently while embracing team collaboration
  • Strong phone skills
  • Demonstrate superior customer service at all times
  • Ability to manage multiple projects at once with consistent follow-through
  • Displays exemplary professional communication skills (verbal and written)
  • Commitment to provide high-quality work both to internal and external partners
  • Must be professional, courteous and dependable
  • Strong interpersonal and relationship building skills

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