Administrative Support

Administrative Support Specialist

Location:

Dallas, TX Pay Rate: $22.00/hour W2 Contract Duration: 12 Months

We are seeking a highly organized and detail-oriented Administrative Support Specialist to support multiple financial advisor teams within a fast-paced wealth management environment. The ideal candidate will possess strong administrative, communication, and Microsoft Office skills, with the ability to manage confidential information and time-sensitive tasks.

• Provide daily administrative support to multiple financial advisor teams.
• Prepare, review, and edit confidential correspondence and documents.
• Scan, organize, maintain, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation documentation.
• Coordinate and process time-sensitive quarterly client tax payments.
• Manage competing priorities and ensure accuracy and timely completion of assignments.
• Assist with additional administrative projects as needed.

• 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.

• Experience supporting multiple professionals or executive teams.
• Previous experience in financial services, banking, or wealth management.
• Familiarity with document management, expense reporting, or billing systems.