Part-Time Administrative Assistant, Fort Worth

Job Description

Job Description

Who We Are Fort Eagle Wealth Management is a privately owned financial services firm in Fort Worth, TX. We are committed to helping our clients build and leverage their wealth for a life of maximum fulfillment. At Fort Eagle, we're not just managing wealth - we're shaping futures and empowering our clients to live the good life.

We are currently seeking a detail-oriented and organized

part-time

Administrative Assistant

to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential and a hybrid work schedule.

What You Will Be Doing Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client processAssist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.) Attend marketing events and assist with getting prospects scheduled for follow up appointmentsAssemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit to appropriate carriersObtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc. Maintain and organize office files and documentation All other duties as assigned

What You Will Bring 2+ Years of Administrative Experience

(Required) Proficiency with Microsoft Office Suite, Including Excel

(Required) High School Degree

(Required) Associate or bachelor’s degree

(Preferred) Prior Experience Working in Financial Advisory Industry

(Preferred) Clear and Professional Communication (Verbal and Written) Strong Attention to Detail and Organizational Skills Ability to Learn and Adapt to Changes

What’s In It For You Pay: $20-25/hr DOE PTO Career Growth and Professional Development Opportunities

Check Us Out! Website:

you think we’d make a great match, apply today! Company Description At Fort Eagle, we're not just managing wealth - we're shaping futures and empowering you to live the good life.

Ultimately, our goal is to empower you to live a life filled with joy, purpose, and fulfillment. We believe that wealth should serve as a tool to enhance your experiences and enable you to pursue your passions without financial constraints.

Company Description

At Fort Eagle, we're not just managing wealth - we're shaping futures and empowering you to live the good life. \r\n\r\nUltimately, our goal is to empower you to live a life filled with joy, purpose, and fulfillment. We believe that wealth should serve as a tool to enhance your experiences and enable you to pursue your passions without financial constraints.