third act wealth managementDallas, TX
Luxury Wealth Management Administrative Concierge
Luxury Wealth Management Administrative Concierge
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveExecutive Secretaries and Executive Administrative AssistantsLegal Secretaries and Administrative Assistants
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)A prominent wealth management firm in Dallas is looking for a polished Administrative Assistant. This role focuses on delivering exceptional client service and operational precision. The ideal candidate will possess a strong client service background, ideally with experience in financial services, and will showcase a professional demeanor. Responsibilities include processing client transactions, maintaining records, and enhancing client relationships. Comprehensive benefits and competitive compensation are offered.
Also on the board Same function, level within a rung
Level
Junior
Location
Dallas, TX
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Portfolio Management and Investment Advice
Posted
2 days ago