Administrative Support Specialist

1 week ago


Coppell, Texas, United States CFO4Life Full time
About CFO4Life

CFO4Life is a leading provider of personalized investment portfolio management and financial planning services to individuals and businesses. Our team of experienced professionals is dedicated to delivering comprehensive wealth management solutions that meet the unique needs of our clients.

Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team in Coppell, TX. The successful candidate will provide administrative support to our team, ensuring the smooth operation of our office and the delivery of exceptional client service.

Key Responsibilities
  • Phone and Mail Management: Answer and direct calls on our multiline phone system, manage incoming and outgoing mail, and oversee the daily opening and closing of the office.
  • Administrative Support: Provide administrative support to our team, including printing and binding meeting documents, scanning meeting or tax documents, scheduling meetings, and ordering new client gifts.
  • Office Maintenance: Order and oversee office supplies, manage office equipment, and coordinate building services as needed.
  • Client and Team Support: Assist with client and team event planning, maintain firm Salesforce CRM updates, pull reports, and send bulk emails using Constant Contact and Advisor Stream.
  • Travel Coordination: Assist with travel arrangements and coordinate logistics as needed.
Requirements

To be successful in this role, you will need:

  • 3+ years of administrative experience
  • Excellent organizational and time management skills
  • Strong knowledge of Microsoft Office suite and CRM platforms (Salesforce preferred)
  • Ability to multitask and meet changing deadlines
  • Strong verbal and written communication skills

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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