Administrative Support

Administrative Support Specialist 

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

Position Overview

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.

Key Responsibilities

• 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.

Required Qualifications

• 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.

Preferred Qualifications

• 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.