Administrative Assistant, Robert Half

Administrative Assistant

Robert Half

Location:

United States, Dallas

Category:

Office Administration

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Permanent employment opportunity for an Administrative Assistant in the Financial Services industry in Dallas, Texas. The role involves supporting various programs and ministries, managing clerical tasks, event planning, financial processing, correspondence management, and more. The position calls for excellent organizational skills, proficiency in Microsoft Office, and strong interpersonal abilities.

Job Responsibility:

Assist team members with clerical tasks as assigned
Manage and update information in Salesforce efficiently
Facilitate arrangements for special events including Retreats, Conferences, Luncheons, and ensure all staff are informed of these arrangements in a timely manner
Process invoices, reimbursement vouchers, credit card statements, and travel expenses accurately and promptly
Maintain a robust record retention system for documents
Handle email, regular mail, and other correspondence in a timely manner
Contribute to digital communications efforts such as proofreading and submitting texts for posting
Prepare and proofread letters, memos, spreadsheets, and other correspondence swiftly and accurately
Collaborate effectively with co-workers to meet objectives and complete projects on time
Maintain compliance with all relevant policies, procedures, laws, and regulatory requirements
Attend meetings and participate in training as required, including preparing exhibits and maintaining proper inventory of materials
Support event planning including registration, certificate issuance, participant reports, and other required tasks
Possess excellent customer service skills to interact with clients and cater to their needs efficiently
Answer inbound calls and handle inbound/outbound calls, demonstrating excellent communication skills
Perform data entry tasks with high accuracy and attention to detail
Ensure clear and detail-oriented email correspondence.

Requirements:

Proficiency in Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word
Capable of scheduling appointments, managing calendars and coordinating meetings
Prior experience in the Financial Services industry is preferred but not mandatory
Strong organizational skills and the ability to multitask effectively
Demonstrates a proactive approach and the ability to work independently
High school diploma or equivalent qualification required. Higher education or certifications in relevant fields would be an advantage.

Nice to have:

Prior experience in the Financial Services industry
Higher education or certifications in relevant fields

What we offer:

Access to top jobs
Competitive compensation and benefits
Free online training
Medical, vision, dental, and life and disability insurance
Eligibility for company 401(k) plan

Additional Information:

Job Posted:

March 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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