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Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Administrative Support Specialist (Wealth Management): Providing daily administrative support to multiple financial advisor teams, including confidential document preparation, document management, expense reporting, billing allocation, and client tax payment processing with an accent on accuracy, organization, and confidentiality. Focus on coordinating time-sensitive assignments, managing competing priorities, and maintaining accurate records across multiple systems.
Location: Dallas, TX
Pay rate: $22.00/hour W2
Contract duration: 12 months
Company
hirify.global provides this administrative support contract opportunity.
What you will do
Provide daily administrative support to multiple financial advisor teams in a fast-paced wealth management environment.
Prepare, review, edit, scan, organize, maintain, and archive confidential documents and correspondence across multiple systems.
Prepare travel expense reports and billing allocation documentation.
Coordinate and process time-sensitive quarterly client tax payments.
Manage competing priorities and complete assignments accurately and on time.
Support additional administrative projects as needed.
Requirements
Previous administrative support or office coordination experience.
Proficiency in Microsoft Word, Excel, and Outlook.
Strong organizational skills and exceptional attention to detail.
Excellent written and verbal communication skills.
Ability to multitask and perform effectively under pressure.
Strong teamwork, professionalism, and confidentiality.
Ability to work independently and meet strict deadlines.
Nice to have
Experience supporting multiple professionals or executive teams.
Experience in financial services, banking, or wealth management.
Familiarity with document management, expense reporting, or billing systems.
Culture & Benefits
12-month contract engagement.
W2 employment at a rate of $22.00 per hour.
Fast-paced wealth management work environment supporting multiple teams.
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