Overview
Senior Administrative Assistant Jobs in Fort Worth, TX at BOK Financial
The Director of First Impressions is a key role responsible for creating a positive and welcoming environment for clients, visitors, and their internal team. This position sets the tone for the organization by providing administrative support to the branch advisors and investment team to ensure operational efficiency.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Key Aspects of a Director of First Impressions Role:
Front Desk Operations:
Welcome clients, prospects, and guests as they arrive at the office with a friendly and professional demeanor.
Coordinate and manage the advisor(s) calendar scheduling.
Answer and direct incoming phone calls and inquiries to the appropriate individuals,
Receive and distribute incoming/outgoing mail, packages, and deliveries.
Intentional Relationships:
Cultivate and deepen relationships with clients
Coordinate and facilitate office team, client, and community involvement events.
Send client life-event and memorable moment cards and gifts
Administrative Support (Assist with various administrative tasks to ensure office efficiency, tasks may include but are not limited to):
Log, deposit, and route investment checks.
Oversee and order office inventory.
Manage postage accounts.
Manage, file, and disseminate office marketing materials.
Assist advisors and client support team with general client-related tasks, projects, and inquiries.
Documentation, Communication & Compliance
Address inquiries and provide ongoing support to ensure a high level of satisfaction.
Ensure accurate and complete documentation of client information and other relevant records in accordance with regulatory requirements and internal policies.
Collaborate with advisors and the client support team to enhance and document office and client procedures.
Continuous Learning
Stay abreast of industry developments, regulatory issues, and service enhancements by reviewing broker/dealer communications and team news bulletins.
Participate in training programs and professional development opportunities to enhance your knowledge and skills.
Education & Experience Requirements
AA, BA, or BS in Business/Finance or equivalent work experience preferred
Minimum two to three years of administrative support experience
Microsoft Office: 2 years (Preferred)
Required Knowledge, Skills, and Competencies
Genuine desire to connect and build client relationships,
Exceptional people skills, including active listening, effective communication, and a professional knowledgeable demeanor,
Strong computer skills, including MS Word, Excel, and Outlook.
Exceptional time management and organizational abilities.
Strong attention to detail, accuracy, and proofreading and editing skills.
Demonstrates the ability to work well in a fast-paced, deadline-driven, and collaborative environment with a “can-do” attitude.
Self-motivated; and goal-oriented at an individual and team level
Willingness to grow, learn, and take on increasing responsibility
Maintains high ethical standards and confidentiality
Ancillary Responsibilities
Ancillary responsibilities may include participating in projects and committees to support firm-wide initiatives.
Duties, responsibilities, and activities may change at any time with or without notice.
Benefits – Eligibility and a waiting period may apply
1. Medical-related
ICHRA – Employer Allowance (Individual Healthcare Reimbursement Arrangement Plan Allowance) to purchase individual medical coverage based on geographic location, age, and household size
50% Employer Paid for Employee Only Dental premiums
Employer-paid Group Life
Employer-paid Group LTD
Vision
Short-term DI
Cancer
Hospital Indemnity
2. Other Benefits
401k
401K Safe Harbor Match
Holiday/PTO/Sick Time
Employee Stock Purchase Program
Continuing Education, Licensure, Designation Assistance
Employee Assistance Program
Compensation
Salary Non-Exempt
$23.00 – $26.00 per hour
Bonus Eligible (eligibility requirements apply)
Employment Type
32-40 hours per week
Monday to Friday TBD based on hired hours
In-Person
Work Location: Lakewood, CO
Ability to commute/relocate:
Lakewood, CO: Reliably commute or planning to relocate before starting work (Required)
Title: Senior Administrative Assistant
Company: BOK Financial
Location: Fort Worth, TX
