Administrative Assistant Steward Partners Global Advisory Llc Dallas

Job Title : Administrative Assistant
Date : 17 September 2021
Company : Steward Partners Global Advisory LLC
City : Dallas

Steward Partners Global Advisory LLC Vacancies 2021 - Steward Partners Global Advisory LLC present a chance to fill Administrative Assistant that will be placed in Dallas.

Steward Partners Global Advisory LLC Jobs 2021

Detail of : Administrative Assistant Job Opening in Dallas

Divisional Administrative Assistant

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The primary role of the Divisional Administrative Assistant is to provide administrative support to the Divisions, including Divisional Presidents, across a wide variety of administrative tasks including recruiting and onboarding of new Advisors.

The role requires a highly organized individual with strong attention to detail, sense of urgency and ability to multi-task. The individual must be able to build strong relationships, is proactive and thrives in a demanding, fast-paced and constantly changing environment.

Duties and Responsibilities:

General Divisional & Firm Support:

  • Perform administrative functions for Divisional President(s), including but not limited to, telephone coverage, business travel arrangements, coordination of internal and external meetings & events, file and calendar maintenance
  • Prepare and submit T&E reports to ensure compliance with relevant policies
  • Responsible for office management, such as maintaining working with Operations on entitlements, managing and ordering office supplies, acting as point of contact for facilities management and technology projects as well as escalating any service interruptions to the appropriate vendor or IT department
  • Provide administrative support for HR processes (I-9 processing, new hire and termination notifications)
  • Managing highly sensitive information as it relates to firm and staff
  • Assist Head of Business Administration with coordinating Firm events such as Board meetings, conferences/symposiums, all employee video/telephone conference calls, Firmwide meetings etc.
  • Coordinate, and manage to completion, special projects as assigned

Support for Recruiting & Transitions:

  • Organize and coordinate meetings with potential advisors including logistics, attendees, travel, agendas, materials and communications
  • Coordinate divisional and Firm recruiting events in partnership with other Firm resources and key strategic partners
  • Build strong relationships and act as a liaison with potential advisors, key Custodian partners along with internal Firm resources to facilitate effective communication, resolve issues and escalate where appropriate
  • Facilitate the creation and revision of key recruiting documents in coordination with other internal team members
  • Establish and manage a process that provides new advisors with key communication touchpoints to enhance their onboarding experience
  • Coordinate approval and ordering of new hire stationery including any custom logos, team names
  • Organize first day onboarding events e.g., welcome gift
  • Coordinate with Operations Manager and RJ Transition to organize appropriate training

Education, experience, knowledge, and skills:

  • Highly organized individual with strong attention to detail, sense of urgency and ability to multi-task.
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Ability to handle confidential materials in a professional manner
  • Flexible approach with the willingness to take on new project
  • Highly service-oriented individual with the ability to work well both as an individual contributor and as part of a team
  • Financial Services experience strongly preferred
  • Excellent written, verbal and interpersonal communication skills

Status: Non-Exempt

Location: flexible

Steward Partners Global Advisory, 2 Grand Central Tower, 140 East 45thStreet, 36thFloor, New York NY10017. Steward Partners Global Advisory, LLC maintains a separate professional business relationship with and our registered principals offer securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year


  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Referral program
  • Retirement plan
  • Vision insurance


  • 8 hour shift
  • Monday to Friday
  • Overtime

Supplemental Pay:

  • Bonus pay

COVID-19 considerations:
We are following all national, state and local guidance with regards to COVID-19 safety protocols.


  • Financial services: 5 years (Preferred)
  • Executive Administration: 3 years (Required)

Work Location:

  • One location

Work Remotely:

  • Temporarily due to COVID-19

Work Location: One location

For more detail information about the program, please refer official source from Steward Partners Global Advisory LLC on following link below. If you meet these requirements, please register yourself at :

Notes :

  • Application will be treated strictly confidential.
  • Only qualified, short-listed applicants will be invited for furthers process.

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