Administrative Assistant Type:
Full Time Industry: Financial
Total Benefit Services is a rapidly growing Independent Retirement Income Planning firm with offices in Dallas, Texas. Our goal is to provide a reliable, safe, lifetime income for retirement for our clients. We are actively seeking an Administrative Assistant with financial or insurance industry experience. We are seeking an individual with great work ethic, that regards the client experience as highly as we do. The duties of this role include a variety of administrative tasks, from office organization and filing to scheduling and client communication.
Position Responsibilities:
- Answers phone calls and directs callers to appropriate personnel
- Schedules and manages appointment calendar
- Welcomes and directs visitors and clients
- Organizes and files sensitive financial/legal documents (physical and electronic)
- Works with sensitive financial information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations
- Provides general administrative support to ensure the smooth running of an office on a day to day basis.
- Performs other related duties as assigned Requirements • Proficiency Microsoft applications
- Strong written and verbal communication skills
- Driven to create positive experiences for clients
- Attention to detail and strong organizational skills
- Bachelor’s degree is preferred, not required.
- Experience in the financial services industry is a plus
- Ability to work independently
Job Type: Full-time
Pay: $14.00 - $20.00 per hour
Expected hours: 35 per week
Benefits:
- 401(k)
- Employee discount
- Flexible schedule
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work setting:
Ability to Commute:
- Bedford, TX 76022 (Required)
Ability to Relocate:
- Bedford, TX 76022: Relocate before starting work (Required)
Work Location: In person