We are a staffing firm seeking an Administrative Assistant for a Wealth and Financial Advisor company in North Dallas.
The role involves managing CRM systems, administering financial platforms, coordinating case and application processing, and providing administrative support to advisors.
Responsibilities include scheduling, client communication, customer service, handling calls, preparing documents, and maintaining organized client records.
Qualifications include strong communication skills, administrative experience (financial services preferred), proficiency in Microsoft Office and CRM, and ability to multitask. A Texas Insurance Group I License is preferred.
Benefits include healthcare, 401(k), and support from recruiters for interview prep. Workway is an Equal Opportunity Employer.
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.