Administrative Assistant Job at Vista Wealth Partners, Dallas, TX

YWNOR3VsVHpJUWJ5NFFKc1ZhWnpuaU9pdkE9PQ==
  • Vista Wealth Partners
  • Dallas, TX

Job Description

The Administrative Assistant will play a critical role in supporting the Financial Advisory practice. This position encompasses client service, client onboarding, and supporting the office management and administration. The ideal candidate will possess exceptional organizational skills, a keen eye for detail, and the ability to work efficiently in a fast-paced team

environment.

Experience requirements are 3+ years in a similar support role, ideally within a financial planning practice or parallel professional service industry i.e Attorney Group, Doctors Group, CPA Practice.

Key Responsibilities Client Service

  • Client Communication : Act as the first point of contact for clients, addressing inquiries via phone, email, and in- person meetings.
  • Client Relationship Management : Assist in maintaining and enhancing client relationships through regular communication and personalized service.

Client Onboarding

  • Initial Consultation Preparation : Gather necessary information and documents from new clients prior to their initial consultation.
  • Account Setup : Assist clients in completing necessary paperwork and setting up new accounts.
  • Data Entry : Accurately input client data into the CRM system and client review system.
  • Welcome Packages : Prepare and send welcome packages to new clients, including introductory materials and relevant forms.

Office Management and Administration

  • Office Calendar: Weekly coordination of office and client meeting calendar
  • Office Equipment: Tracking inventory of key materials i.e office supplies, client intro packet materials, and client service materials.
  • Incoming and Outgoing Mail: Organizing incoming mail and coordinating outgoing mail.
  • General Administration: Organizing client files, maintaining office lobby and kitchen space, assisting with coordination of client events.

Compensation and Schedule

  • Pay: Salary and Bonus

Benefits:

  • Health insurance reimbursement
  • Paid time off

Schedule: Full Time in Office – Dallas Mockingbird Station

Vista Wealth Partners is not owned or operated by Equitable Advisors or Equitable Network. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC. Equal opportunity employer. M/F/D/V. AGE- 7888337.1(4/25)(Exp.4/29)

Job Tags

Full time,

Similar Jobs

TPI Global Solutions

Registered Nurse Job at TPI Global Solutions

Position : Care Manager Location: Kent County, Delaware (Hybrid.) Duration: Contract to Hire Role Active DE RN license with case management experience. Conduct assessments and develop care/service plans. Collaborate with PCPs, therapists, behavioral health...

International Leadership of Texas

Security Officer Job at International Leadership of Texas

 ...THIS POSITION IS FOR THE 2025-2026 SCHOOL YEAR Primary Purpose: To provide a safe and secure environment for students, staff, and visitors by monitoring school grounds, buildings, and activities; To promote compliance with safety protocols, support campus operations... 

MSH

Senior Security Analyst Job at MSH

 ...Job Title: Sr. Cloud Security Analyst Location: Miami, FL Work Mode: Hybrid (3 days on-site) Employment Mode: Full-Time Summary: The Senior Cloud Security Analyst is responsible for daily management of security posture pertaining to our digital environment... 

Medix

Pharmacy Technician Job at Medix

 ...Job Title: Fulfillment Technician Summary: The Fulfillment Technician is responsible for storing, picking, and shipping finished goods in compliance with current Good Manufacturing Practices (cGMP) and company standards. Key Responsibilities Inventory Management... 

ManpowerGroup

Senior Instructional Designer Job at ManpowerGroup

 ...without relying on pre-existing vendor materials to implement and evaluate training programs/projects on a variety of topics, including...  ...offering for the L&D Department. Leads the creation of specialized online courses and learning modules within the LMS, ensuring content...