Administrative Assistant – Asset & Wealth Management
Location: 1011 Galatyn Parkway, Building D, Richardson TX 75082
Duration: 12 months (Contingent)
Pay Rate: $27/HR

Overview:

We are seeking a professional Administrative Assistant to provide high-quality, proactive support within a fast-paced, team-oriented environment. This role partners closely with business leaders, executives, and fellow administrative staff to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day operational support while maintaining discretion and professionalism.

Key Responsibilities:

Administrative & Business Support

• Provide day-to-day administrative support, including filing, scanning, time entry, invoicing, and ad hoc projects.
  
• Serve as a trusted partner for multiple executives and their teams.

Calendar, Meetings & Communications

• Manage dynamic and complex calendars across multiple time zones
  
• Coordinate meetings, conference calls, and video conferences.
  
• Act as primary contact for scheduling communications and ensure professional interactions with internal and external stakeholders.

Travel & Expenses

• Arrange domestic and international travel, including flights, accommodations, ground transportation, and visas.
• Prepare and submit expense reports using approved platforms.

Compliance & Confidentiality

• Handle sensitive information with discretion and sound judgment.
• Adhere to company policies and compliance requirements.

Required Skills & Qualifications:

• Demonstrated experience supporting executives or senior professionals, preferably in financial services, corporate, or government settings.
  
• Strong interpersonal, written, and verbal communication skills.
  
• Ability to prioritize competing tasks in a fast-paced, high-volume environment.
  
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Zoom.
  
• Familiarity with expense management tools (e.g., SAP Concur).
  
• Professionalism, integrity, and discretion with confidential information.
  
• Highly organized, proactive, and adaptable team player.

Preferred Qualifications:

• Experience in wealth management, asset management, or financial services.
• Exposure to global administrative support and multi-time zone coordination.
  
• Agile and adaptable to shifting priorities.

Work Environment:

• Fast-paced corporate environment with collaboration across teams.
• High degree of autonomy, requiring proactive and independent work.