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.
-
Executive Administrative Assistant
1 day ago
Allen, United States Jack Henry & Associates, Inc. Full timeCoordinates schedules, makes appointments and establishes agendas. Arranges and coordinates all business travel. Interprets and communicates the Executives intent on their behalf. Assists in every way possible to allow the Executive to focus on more Administrative Assistant, Executive, Administrative, Operations, Assistant
-
Administrative Assistant
2 weeks ago
Glen Allen, United States Child Development Center at Wyndham Full timeJob DescriptionJob DescriptionSalary: $15-$18/hourJoin our vibrant team at CDCW, a dedicated childcare facility renowned for its commitment to providing exceptional care and educational services. We operate two specialized buildings: our main preschool facility and the Avenues building, which caters to our afterschool program participants. We pride ourselves...
-
Administrative Assistant
2 weeks ago
Glen Allen, United States Veracity Consulting Group Full timeJob DescriptionJob DescriptionVeracity Consulting Group (VCG), an RGP company, is a global, digital consulting firm headquartered in Richmond, Virginia. What started in 2015 as a small group of consultant trailblazers has quickly transformed into a fast-growing firm innovating Fortune 500s that you see today.Our team is made up of technologists, strategists,...
-
Administrative Assistant
1 day ago
Glen Allen, United States Strange's Florists, Greenhouses and Garden Centers Full timeJob DescriptionJob DescriptionThe Administrative Assistant is responsible for performing the day to day processing of accounting department operations to include:Maintains updated vendor files and monthly statement auditsProcesses monthly financial reports and end of month closing reportsCorresponds with vendors and responds to inquiriesCreates, matches, and...
-
Warehouse Operations Assistant
22 hours ago
Allen, United States tapwage Full timeLocation: Home Health - Dallas Department: Equipment & Supplies-Dallas Shift: First Shift (United States of America) Standard Weekly Hours: 40 Summary: Provides administrative and operational support tasks for CCHH Warehouse management team and employees. Education and Experience - High School Diploma required - At least 3 years relevant...
-
Receptionist / Administrative Assistant
3 weeks ago
Glen Allen, United States Trio Healthcare Full timeSeeking Part Time Employee to Fill Position this is for every other weekend 8am to 8pm and 2 days during the week 4pm to 8pm. Position Summary The primary responsibility of this position is to answer all incoming calls and provide assistance to visitors entering the facility. The incumbent may perform additional clerical duties. The incumbent is the...
-
Receptionist / Administrative Assistant
3 weeks ago
Glen Allen, United States Elizabeth Adam Crump Health and Rehab Full timeSeeking Part Time Employee to Fill Position this is for every other weekend 8am to 8pm and 2 days during the week 4pm to 8pm.Position SummaryThe primary responsibility of this position is to answer all incoming calls and provide assistance to visitors entering the facility. The incumbent may perform additional clerical duties. The incumbent is the primary...
-
System Administrator
9 hours ago
Allen, United States Wimmer Solutions Full timeMust have’s:VMware experienceOffice 365/ O365Nice to have: NSXDay to day responsibilities:VMWare management and administrationOffice 365/O365NSX - network virtualization and security platformWorking through tickets and projectsProvide Tier 2 Systems Admin supportInfrastructure administrationPatching serversSupporting helpdesk and networking teamSupporting...
-
Administrative Assistant
4 days ago
Allen County, United States NES Fircroft Remote Work Freelance Full timeGood Day! The NES Chicago office currently has a great job opportunity with one of our refinery Clients in Lima, OH. This individual would be employed on a long-term contract with opportunity to be hired on. If this sounds like a great opportunity for yourself or someone you know, please reach out to Maggie Fischer at...
-
Legal Administrative Assistant
2 weeks ago
Glen Allen, United States Progression Incorporated Full timeJob DescriptionJob DescriptionAdministrative Assistant Glen Allen, VAMUST:3+ years of Professional office experience3+ years of Microsoft Office experience3+ years of Shared drive experienceAdministrative experienceStrong communication skills are a mustAssociate degreeDUTIES:Answering the telephone promptlyGreeting clientsMaintaining the workspace and staff...
-
IS System Administrator
2 weeks ago
Allen, United States Wimmer Solutions Full timeJob Title: Network and IS Operations SpecialistJoin Our Team: Build and Maintain Cutting-Edge Network Infrastructure!Do you love working with the latest technology? Are you ready to take on the challenge of managing and supporting advanced telecommunication and network systems? As a Network and IS Operations Specialist, you’ll play a key role in ensuring...
-
IS System Administrator
2 weeks ago
Allen, United States Wimmer Solutions Full timeJob Title: Network and IS Operations SpecialistJoin Our Team: Build and Maintain Cutting-Edge Network Infrastructure!Do you love working with the latest technology? Are you ready to take on the challenge of managing and supporting advanced telecommunication and network systems? As a Network and IS Operations Specialist, you’ll play a key role in ensuring...
-
IS System Administrator
2 weeks ago
Allen, United States Wimmer Solutions Full timeJob Title: Network and IS Operations SpecialistJoin Our Team: Build and Maintain Cutting-Edge Network Infrastructure!Do you love working with the latest technology? Are you ready to take on the challenge of managing and supporting advanced telecommunication and network systems? As a Network and IS Operations Specialist, you’ll play a key role in ensuring...
-
Assistant Manager
2 days ago
Allen, United States SONIC Drive-In Full timeJOB DESCRIPTION There are two kinds of people in this world: SONIC employees and those who wish they were SONIC employees. This elite group gets to work with awesome people, earn great pay, and sport the cool uniform. Being an Assistant Manager at a SONIC Drive-In restaurant is the cherry on top of a Strawberry Banana Split Molten Cake Sundae. You’ll...
-
Project Administrator
5 days ago
Port Allen, United States Trade Construction Company, LLC Full timeDescriptionOverview: The Project Administrator performs a variety of administrative activities to provide support to the assigned organizational unit or project team. The Project Administrator coordinates and performs project and office related administrative tasks. Responsibilities: Process incoming documents according to established company document...
-
Medical Assistant
4 weeks ago
Allen, United States FIVESTAR PULMONARY ASSOCIATES PLLC Full timeJob DescriptionJob DescriptionMedical Assistant Job SummaryWe are looking for a skilled and organized Medical Assistant to join our healthcare team. You will perform a combination of various administrative and clinical tasks. Administrative responsibilities include greeting patients as they arrive, answering phone calls and emails, scheduling appointments,...
-
Assistant Center Director
4 days ago
Allen, United States Brain Balance Full time $15 - $20Brain Balance of Allen & North Dallas seeks a dynamic Assistant Director with excellent interpersonal and intrapersonal skills, organization, and entrepreneurial drive. The Brain Balance Program® is an evidence-based, drug-free brain training program to improve performance, focus, cognition, anxiety, confidence, regulation, and more. It addresses the root...
-
Assistant Manager
4 weeks ago
Port Allen, United States The Cookie Place Inc Full timeJob DescriptionJob DescriptionJob Profile: Assistant ManagerLocation: FieldReports To: Store ManagerPosition PurposeAt Great American Cookies, the Assistant Manager is responsible for supporting the Store Manager with the overall operations of the cookie store. Their duty is to oversee day-to-day operations while creating a fun environment for guests that...
-
Medical Assistant/front Office
4 weeks ago
Allen, United States FIVESTAR PULMONARY ASSOCIATES PLLC Full timeJob DescriptionJob DescriptionMedical Assistant Job SummaryWe are looking for a skilled and organized Medical Assistant to join our healthcare team. You will perform a combination of various administrative and clinical tasks. Administrative responsibilities include greeting patients as they arrive, answering phone calls and emails, scheduling appointments,...
-
Veterinary Technician
4 days ago
Allen, United States The Pet Vet Full timeJob DescriptionJob DescriptionThis Veterinary Technician / Veterinary Assistant position offers you a fantastic opportunity to join a rapidly expanding veterinary company that offers an environment of constant learning that will result in high career growth. Add to your Veterinary Assistant or Technician skills as you actively work side-by-side with...