Back to search
Career Group Linkedin · Posted 28d ago

Administrative Assistant — Wealth Management

Dallas, Texas, United States

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

A globally recognized financial institution is seeking a sharp, polished Administrative Assistant to support its Wealth Management team in downtown Dallas.


This role is for someone who anticipates needs, operates with precision, and takes quiet ownership of outcomes. You will support senior executives across calendar management, meeting coordination, travel logistics, and day-to-day operations in a high-volume, fast-moving environment.


Team: Wealth Management Support Location: Downtown Dallas Pay: $29.00/hr Duration: 12-month contract | Conversion to permanent hire possible for the right candidate


What you'll do:

  • Manage complex, multi-time-zone calendars and coordinate internal and external meetings
  • Serve as a primary point of contact for scheduling and high-volume communications
  • Arrange domestic and international travel: flights, hotels, ground transport, and visas
  • Coordinate meetings end to end — rooms, catering, guest registration, materials
  • Prepare and submit expense reports and invoices via SAP Concur
  • Handle confidential client and business information with discretion
  • Support records management, time entry, and ad hoc projects as needed


What we're looking for:

  • Executive admin experience in a fast-paced corporate environment; financial services a plus
  • Strong MS Office suite and Zoom proficiency; SAP Concur familiarity preferred
  • Polished communicator, comfortable interacting with senior leadership and clients
  • Organized, detail-oriented, and calm under pressure
  • High integrity and sound judgment — always


Please submit your resume for consideration.


You can use Work Grades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If the repetitive CV tweaking gets heavy, Daniel can help set up Caio Agent.
Ask about Agent