Administrative Assistant

The Administrative Assistantis responsible for the specific duties listed below.

Your specific duties will include:

• 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.
• Schedule appointments manage calendars and coordinate client meetings.
• Deliver high-level customer service and client relationship support.
• Handle inbound calls message routing and issue resolution.
• Prepare edit and proofread business correspondence and documentation.
• Process client communications and documentation with Home Office.
• Maintain organized client records files and compliance documentation.

• Strong customer service and communication skills.
• Experience in administrative support (financial services preferred).
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office and CRM systems.
• Proactive detail-oriented and team-focused.
• Texas Insurance Group I License preferred.