Job Description

Office Location: Downtown Dallas

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities

• Produce and distribute correspondence memos, letters, and forms
• Reply to email, phone, or in-person inquiries
• Assist with the preparation of materials of tax documents and audits
• Prepare presentations and materials for clients, prospective clients, and board meetings
• Handle and coordinate active calendars
• Schedule and confirm meetings
• Ensure file organization based on office protocol
• Provide ad hoc support around office as needed
• Answer and direct phone calls, scan documents into client portal, and maintain records
• Prepare and submit expense reports
• Maintain supply inventory and coordinate office repairs
• Provide general support to office visitors
• Cover the reception desk as required

Qualifications

• Associate degree minimum plus 3 years in an administrative role
• Ability to multitask
• Proficient in Microsoft Office suite
• Ability to learn and utilize internal systems and applications
• Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of clients and internal personnel.
• Analytical ability to gather and summarize data for reports
• Experience with Adobe Pro, InDesign, and Salesforce is a plus
• Remain insightful, caring, and flexible as it relates to the organization's mission, team members, and clients

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