Administrative Assistant (Finance)

TL;DR

Administrative Assistant (Finance): Providing administrative support to multiple financial advisor teams with an accent on document management, confidential correspondence, and tax payment handling. Focus on generating billing allocation reports and managing time-sensitive financial documentation.

Location: Onsite in Dallas, TX

Salary: $22/hr

Company

hirify.global is a staffing firm providing professional administrative support for financial services.

What you will do

• Prepare, review, and edit confidential correspondence for advisor teams.
• Manage document scanning and archiving across multiple organizational systems.
• Create travel expense and billing allocation reports.
• Process and handle time-sensitive quarterly client tax payments.
• Execute various administrative projects as required by the team.

Requirements

• Strong proficiency in Microsoft Word, Excel, and Outlook.
• Ability to think clearly and work efficiently under pressure in a fast-paced environment.
• Excellent communication skills and a team-oriented mindset.
• High level of organization and meticulous attention to detail.
• Must be located in Dallas, TX