Our NW Houston, TX client is in need of an Administrative Assistant for a contract assignment.
Summary:
This person will support the Managing Partner and Investment Advisor in activities relating to but not limited to client development and the servicing of existing client accounts. This person will be responsible for building solid long lasting client relationships built upon superior customer service, professionalism and a passion for the industry and the client’s needs. The position will have regular client contact, responsibility to maintain necessary forms and files, and will need to be very detail oriented.
Role Description:
Assist the Managing Partner, Investment Advisor and clients with administrative and operational support.
Answer phones, take messages, schedule appointments, and respond to client requests when appropriate.
Interact with operations staff to address issues and problems.
Support Advisors with typed correspondence.
Maintain files for Investment Advisor on clients.
Investigate and resolve operational problems.
Alert Management to policy violations, if applicable.
Perform other duties, as assigned by Management.
For consideration Candidates must be:
Organized, with attention to detail and a focus on finishing tasks.
Computer literate, proficient with Microsoft Office applications and able to learn multiple new applications.
Able to identify and set priorities, and excel in a fast-paced environment.
Able to work both independently and as part of a team.
Able to think quickly, identify potential problems and resolve conflicts before they escalate.
A good communicator, able to accurately and clearly communicate both orally and in writing.
Enthusiastic and professional in appearance
**Individuals with NASD Series 65 licensure or equivalent will receive preference.
Please visit us on the web at www.frontlinesourcegroup.com
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Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.
Frontline Source Group™ is one of the fastest growing Information Technology, Accounting, Legal, Human Resources, Administrative, and Clerical staffing and direct hire firms with offices throughout Texas (Arlington, Austin, Dallas, Fort Worth, Plano, Houston Galleria, Lewisville, West Houston, San Antonio, Sugar Land, and The Woodlands), Tennessee (Nashville and Brentwood), and Arizona (Phoenix and Scottsdale).
Frontline specializes in matching top talent with companies for direct, contract, and contract-to-hire placements. We work with clients and candidates in all areas of the United States and Canada.