Part-Time Administrative Assistant – The Rudd Company, LLC (Fort Worth, TX)

Clerical/Administrative, PT Employee
The Rudd Company, LLC (Fort Worth, TX)

Our firm is looking for a quality individual of high moral and ethical standards to become a member of our team at our new Fort Worth location.

This person will be an important part of our mission to improve the lives and financial future of our clients by supporting our commitment to offer high quality investment management and financial planning services that incorporate Catholic faith and family values. Our part-time administrative assistant will have the opportunity to work a flexible schedule in a professional environment, develop meaningful relationships with clients, and be a part of a small, family-like culture .

We are looking for someone who is excited about our mission and shares the values that have made us successful.

Responsibilities include, but are not limited to:

• Answering incoming calls from clients, institutions and vendors
• Processing client deposits, withdrawals, and transfers when needed
• Scheduling client appointments
• Organizing and scheduling business meetings and client events
• Preparation of documents, creating and maintaining files, and making copies
• Maintaining organizational lists including data entry
• Office supply organization and management
• Performing basic office upkeep to ensure a professional office presentation
• Available for additional on-call administrative support when needed
• Perform other related work as required by the Operations Manager (0)

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