Administrative Assistant - Financial Services Needed in Dallas
Our Downtown Dallas client is seeking an administrative assistant to working in their sales department on a direct hire basis. If you meet the qualifications below, please APPLY now!
Duties:
Provide administrative support to 2 VPs in Intermediary Sales
Answer phones and field calls to appropriate person/department/voicemail
Prepare and send letters/emails/faxes to clients and prospects
Respond to incoming client/prospect requests, which include product information, performance, pdf files, literature, marketing material, kits, and literature requests generated by the Library Resources Form, etc.
Make kits/information folders to take to client and prospect meetings
Generate reports from APL on a daily and weekly basis
Create and update wholesaler lists
Maintain Siebel database with updated activities, contact and company info.
Order all updated company literature and material for general office use or for client/prospect kits via Fundtrak and/orDocument Fulfillment Center
Submit T&Es and check requests, help with travel arrangements
Submit portfolio manager requests and set up “in-house” meetings in the NY office or conference calls
Organize promotional items
Coordinate mass mailings/emails
Submit due diligence questionnaires and RFPs
Distribute monthly and quarterly material to clients
Requirements:
College degree or equivalent experience
Minimum 3-5 year administrative assistant experience
Must be well organized and detail oriented
Excellent follow-up skills
Must have good communication skills both written and verbal
Good people skills both internally and with clients
Ability to take initiative and work with minimal supervision
Please visit us on the web at www.frontlinesourcegroup.com
Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.
Frontline Source Group is one of the fastest growing Information Technology, Accounting, Legal, Human Resource, Administrative and Clerical staffing and direct hire firms with offices in Austin Dallas Ft Worth and Houston Texas.
Frontline specializes in matching top talent with companies for direct, contract and contract-to-hire placements. We work with clients and candidates in all areas of North America and Canada
Labels: Administrative Assistant, Dallas TX, financial services

