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184 Clerical Jobs in fort worth, tx

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Talent Acquisition Specialist

Klein Tools

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17.6 miles
Full-time, Part-time

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    3.0 miles
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      Administrative Assistant

      Clearfork Wealth Management - Ameriprise Financial
      Fort Worth, TX 76101
      Full-time, Part-time
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      Job Description

      Job Description

      Description:

      Administrative Assistant provides high-level support to all Financial Advisors on the Clearfork Wealth Management team. Duties are primarily clerical and administrative but may be project-based. Duties include scheduling client meetings, handling information requests, answering the phones, and meeting preparation support for advisors. The ideal candidate is dynamic and possesses a growth mindset, exhibits an eagerness to learn, develop skills and take on tasks which may not fall under initial roles and responsibilities.

       

      Skills Required

      • Detail oriented, adept at prioritizing tasks and executing.
      • Able to work both independently and in teams.
      • Proven experience as an executive assistant or other relevant administrative support experience.
      • In-depth understanding of entire MS Office suite.
      • Ability to organize a daily workload by importance.
      • Must be able to meet deadlines in a fast-paced, quickly changing environment.
      • A proactive approach to problem-solving with strong decision-making skills.
      • Professional verbal and written communications skills

       

      Roles and Responsibilities

      • Manage calendar for multiple Financial Advisors within organization. 
      • Send weekly confirmation emails to clients as well as assuming primary responsibility for organizational goals related to meeting frequency and attendance.
      • Maintain client confidence and protect operations by keeping information confidential.
      • Contribute to team effort by accomplishing related results as needed.
      • Email management and client relations, assisting in scheduling calls and maintaining calendars and schedules.
      • Answer client calls professionally and exhibit a strong customer-service orientation when providing answers and information to clients.
      • Aid advisors in meeting preparation process by ensuring relevant and necessary information is available to them prior to client meetings
      • Provide clerical and general office support to other members of the Client Service Team.
      • Interact with customers when appropriate and problem solve. Document complaints and develop an appropriate course of action. Report problems to executives for attention when they cannot be resolved.

       

      Qualifications

      • 3+ years administrative support or executive assistance
      • Advanced MS Office experience

       

      Other considerations:

      • Location: Fort Worth preferred but willing to discuss for the right candidate
      • Flexible work location after successful probationary period.
      • Suggested that interested applicants read 7 Habits of Highly Successful People and familiarize themselves with Dani Johnson’s GEMS Personality Assessment.
      • Probationary period of 90 days before consideration of transition to a full-time hourly position, if mutually agreed, to include benefits as outlined below.

       

      • Compensation & Miscellaneous
      • $15 per hour with opportunities for performance-based bonuses and growth
      • 401k  dollar-for-dollar match, up to 3% contribution, 50% match up to 5% contribution
      • Clearfork Wealth Management pays for short-term and long-term disability
      • Clearfork Wealth Management pays 55% of health insurance premiums
      • Group life insurance available
      • Paid holidays in accordance with New York Stock Exchange (9 full days, 2 half days)
      • Paid holiday on your birthday or the workday prior to or immediately following your birthday if on weekend
      • 5 days paid time off during first year, increases to 10 days after one year
      Posting ID: 574496291Posted: 2020-10-21