Administrative Assistant, Wealth Management

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an Administrative Assistant, Wealth Management opportunity with an independent, Texas-owned community bank established in 1958, known for pairing modern banking solutions with personalized relationship service. Built on integrity, excellence, and mutual respect, the organization offers competitive compensation and clear paths for career growth. Join a collaborative, customer-centric institution where your contributions are valued and personal career development is actively supported.

The Administrative Assistant, Wealth Management is responsible for the specific duties listed below.

Your specific duties will include:

• Account Administration: Process distributions, bill payments, fund transfers, asset updates, and account openings/closings.  
• Administrator Support: Manage administrator calendars, track account alerts, maintain tax control worksheets, and coordinate tax return prep.  
• Client & Phone Service: Serve as a trusted advisor, handle incoming calls, direct inquiries, and resolve customer requests promptly.  
• Records & Financial Entries: Prepare accurate accounting entries, receipts, and reports; process periodic customer statements with audit control.  
• Systems & Compliance: Utilize Trust systems for reporting and research, monitor account activity, and adhere to bank policies and confidentiality sta

Required qualifications for the position include:

• Associate degree in banking/secretarial studies + 3 years of administrative experience, OR high school diploma/GED + 5 years of administrative experience in a banking environment.
• Proven track record handling confidential, complex clerical tasks in banking or financial services with direct client contact.
• Excellent verbal etiquette for phone inquiries and professional written correspondence.
• High attention to detail, proactive follow-up, and ability to work independently with minimal supervision. 
• Ability to perform core functions with or without accommodation, following all workplace health and safety guidelines.

Pay Rate Range: $55,000 - $70,000 per year

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 http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

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