Temporary Administrative/Professional Positions

Currently, we have an Administrative Assistant opportunity with a Wealth and Financial Advisor company in North Dallas.
The Administrative Assistant is responsible for the specific duties listed below.
Manage CRM systems, including data entry, client database maintenance, and reporting.
Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
Coordinate case management, underwriting, and application processing.
Provide administrative support to financial advisors and wealth management teams.
Deliver high-level customer service and client relationship support.
Prepare, edit, and proofread business correspondence and documentation.
Process client communications and documentation with Home Office.
Strong customer service and communication skills.
Experience in administrative support (financial services preferred).
Proficiency in Microsoft Office and CRM systems.
Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy
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