Administrative Assistant - Asset & Wealth Management

Paladin Consulting is currently hiring an Administrative Assistant - Asset & Wealth Management to join our team working onsite at our client's office located in Dallas, TX.

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Administrative Assistant - Asset & Wealth Management

Dallas, TX

6 months

Experience as an Administrative Assistant supporting executives in a complex environment, preferably in financial services, private sector or government.

• Provide administrative support to executives across multiple cities in a team-oriented environment; flexibility to support varying teams and cover where necessary.
• Coordinate domestic and international travel arrangements as required, including visa procurement.
• Process heavy volumes of expense reports, sponsor ships or related invoices in a timely & compliant manner.
• Perform general administrative duties including but not limited to invoice submissions, time entry, copying, scanning, filing, mailing, archiving and other ad hoc projects as requested.
• Handle highly confidential and sensitive client information with utmost discretion.
• Act as an integral member of the support team; maintaining a high level of awareness of current priorities and support required.
• Adhere to Compliance regulations and gain the relevant approvals.

• Experience as an Administrative Assistant supporting executives in a complex environment, preferably in financial services, private sector or government.
• Ability to exercise excellent judgement and discretion in dealing with confidential material or handling highly sensitive information.
• Excellent interpersonal skills and teamwork; ability and willingness to work collaboratively amongst assistant team based both locally and globally.
• Calm under pressure, can prioritize and handle multiple tasks efficiently and effectively in a busy environment.
• Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
• Comfortable with providing remote support to executives and team members across differing cities.
• Extreme attention to detail and organizational skills, with ability to prioritize tasks.
• Quick learner and self‑starter with excellent anticipation skills.
• Pro‑active problem solver and independent thinker; ability to follow‑up as often as necessary.
• Highest degree of integrity, professionalism, and diplomacy is required.
• Strong proficiency in MS Word, Excel, PowerPoint, Outlook and Zoom is required.
• Familiar with expense platforms such as SAP Concur.
• Supportive team player with a positive attitude.

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Paladin Consulting is an EEOC employer.