Administrative Assistant

Fort Worth

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 mannerAnswer, screen, and direct incoming phone callsPrepare, write, and distribute emails, letters, memos, and formsProcess incoming and outgoing mail; deliver mail to the post office as neededOrder and maintain office suppliesPerform data entry and maintain accurate client recordsPost account activity to client accountsAssist with accounting-related tasks and document preparationGenerate and assist with quarterly reportsPrint, assemble, and mail quarterly reportsCount, scan, file, and organize documentsPrepare distribution and loan documentsAssist with client meeting preparation and cleanupPerform 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 requiredStrong data entry skills requiredProficiency in Microsoft Office (Word, Excel, Outlook) requiredStrong verbal and written communication skills requiredPrior accounting experience preferred or required (as applicable)Highly organized with strong problem-solving skills and attention to detailAbility to multitask and work independently in a fast-paced environmentCompensation \& Benefits:Competitive salary based on experience, certifications, and educationCompany pays 100% of employee's health, long-term disability, and basic life insuranceVoluntary dental/vision discount plan available401(k) plan with enhanced safe harbor match 5%Annual performance-based bonusPaid holidays and paid time offBreakfast provided on FridaysOccasional shopping bonusesOpportunities for ongoing training and career advancement