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Administrative Assistant

Workway

Dallas, TX

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JOB DETAILS
SKILLS
Administrative Skills, Calendar Management, Case Management, Communication Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Data Entry, Database Administration, Detail Oriented, Documentation, Establish Priorities, Finance, Financial Administration, Financial Services, Health Plan, Insurance, Microsoft Office, Multitasking, Organizational Skills, Plan Meetings, Problem Solving Skills, Record Keeping, Systems Administration/Management, Telephone Skills, Underwriting, Wealth Management
LOCATION
Dallas, TX
POSTED
Today

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. 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.

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.
Required qualifications for the position include:
  • 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.
Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. 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. For our complete EEO & Pay Transparency statement, please visit . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

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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About the Company

W

Workway

Opening our doors in 2005, the founders of Workway were the first in the staffing industry to nationally specialize in the areas of Title, Escrow, Mortgage and Foreclosure. Since then, Workway has become the leading experts in this field delivering talent on a national basis. We are a staffing business that has grown and evolved with the industry through technological advances, economic shifts and the dynamics of a changing work force.

In 2011, Workway was purchased by the “Bowmer” family from the original founders continuing its operation as a family owned business. The “Bowmer” family have been prevalent within the employment services industry for the last 25 years with John Bowmer, Workway’s Chairman, having been CEO and Chairman of Adecco SA.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
https://workway.com/

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