Overview

Executive Assistant/Client Service Assistant Jobs in Amarillo, TX at Dale Buckner, Inc.

Title: Executive Assistant/Client Service Assistant

Company: Dale Buckner, Inc.

Location: Amarillo, TX

Job DescriptionDYNAMIC WEALTH MANAGER NEEDS AN EXPERIENCE RIGHT HAND COLLABORATIVE ASSISTANTReady to help grow a rapidly expanding wealth management firm? APPLY TODAY!

DutiesDuties listed include but are not limited to:

Schedule, manage and maintain the executive’s appointment calendar ensuring time management efficiency

Prepare and process documents and reports for presentations with clients and weekly staff meetings

Prepare and process incoming and outgoing correspondence

Update client records in databases

Contact clients to obtain or relay information

Assist with answering phones and client questions

Qualifications

5-years professional business office experience

Associate Degree or better in Business, Business Administration, Finance, or similar field

Applicants must have the ability to pass an FBI background check

Licensing in securities, insurances, or investments is preferred

Skills And Knowledge

Strong work ethic and dependability

Positive outlook

Manage multiple tasks

Attention to detail

Strong written and verbal communication skills

Ability to greet the pubic

Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Analytical and research skills

Experience working with a CRM database is a plus

Benefits:

401(k)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

LTD Insurance

STD Insurance

Paid time off

Advancement

Educational Possibilities

We offer a competitive salary. Potential compensation for the Executive/Client Services Assistant ranges from $21 to $30 per hour. Compensation is contingent upon the applicant’s previous experience and education.

Work location is Amarillo, Texas. Hours are M-F, 8:00am – 5:00pm. Not eligible for remote work.

Physical Requirements:

Frequent sitting, walking, stooping, stretching, bending, reaching, grasping, pushing, pulling, hearing, and finger dexterity.

Company Description

Locally owned wealth management and financial planning firm.

Locally owned wealth management and financial planning firm.

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