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Rogers Wealth Group
Administrative AssistantRogers Wealth Group • Fort Worth, TX, US
Administrative Assistant

Administrative Assistant

Rogers Wealth Group • Fort Worth, TX, US
17 days ago
Job type
  • Full-time
Job description

Overview: Rogers Wealth Group is seeking an energetic and responsible Administrative Assistant (On-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail.

What You'll Do:

  • Greet and assist clients in a professional and welcoming manner
  • Answer, screen, and direct incoming phone calls
  • Prepare, write, and distribute emails, letters, memos, and forms
  • Process incoming and outgoing mail; deliver mail to the post office as needed
  • Order and maintain office supplies
  • Perform data entry and maintain accurate client records
  • Post account activity to client accounts
  • Assist with accounting-related tasks and document preparation
  • Generate and assist with quarterly reports
  • Print, assemble, and mail quarterly reports
  • Count, scan, file, and organize documents
  • Prepare distribution and loan documents
  • Assist with client meeting preparation and cleanup
  • Perform general office tasks, including light cleaning duties as needed (e.g., dishes)

What We're Looking For:

  • Prior experience in an administrative or office support role required
  • Strong data entry skills required
  • Proficiency in Microsoft Office (Word, Excel, Outlook) required
  • Strong verbal and written communication skills required
  • Prior accounting experience preferred or required (as applicable)
  • Highly organized with strong problem-solving skills and attention to detail
  • Ability to multitask and work independently in a fast-paced environment

Compensation & Benefits:

  • Competitive salary based on experience, certifications, and education
  • Company pays 100% of employee’s health, long-term disability, and basic life insurance
  • Voluntary dental/vision discount plan available
  • 401(k) plan with enhanced safe harbor match 5%
  • Annual performance-based bonus
  • Paid holidays and paid time off
  • Breakfast provided on Fridays
  • Occasional shopping bonuses
  • Opportunities for ongoing training and career advancement
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Administrative Assistant • Fort Worth, TX, US

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