Administrative Assistant Manager

3 weeks ago


Richardson, Texas, United States Strategic Wealth Planning Full time
Key Responsibilities

We are seeking a highly skilled Senior Executive Administrative Assistant to join our team at Strategic Wealth Planning in Richardson, Texas.

Your key responsibilities will include:

  • Preparing insurance applications and obtaining client signatures using DocuSign.
  • Assisting clients in opening new financial accounts and communicating with financial and insurance companies.
  • Managing Outlook calendars, entering client data on Sales Force and ShareFile, and preparing client correspondence.

We offer a salary range of $65,000 - $85,000 per year, commensurate with experience, and a comprehensive benefits package.

If you are a motivated and results-driven professional with excellent communication and organizational skills, we invite you to apply for this challenging opportunity.



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