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Administrative Operations Associate Jobs in Texas

IBC Bank

Loan Operations Associate

Laredo, TX

The Loan Operations Associates is responsible for supporting the credit administration activities by providing technical, clerical, and administrative support involved in loan operations ESSENTIAL ...

G-TECH Services, Inc.

Be Seen First

Administrative Coordinator

Freeport, TX · On-site

$15 - $22/hr

Greet visitors and manage front desk operations. * Coordinate customer visits, meetings, and ... Associate degree preferred or equivalent experience. * 1-2 years of administrative or office ...

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Administrative Operations Associate information

Is an administrative operations associate a good job?

An administrative operations associate role involves managing office functions, coordinating workflows, and supporting organizational efficiency. It typically requires strong organizational skills, proficiency with office software, and the ability to handle multiple tasks, making it a stable position with opportunities for career growth in administrative and operational fields.

What is the role of an administrative operations associate?

An administrative operations associate is responsible for supporting daily business functions, managing office procedures, coordinating communication, and ensuring efficient workflow. They often handle tasks such as data entry, scheduling, and process improvement, using tools like Microsoft Office or other management software.

What are the most commonly searched types of Administrative Operations jobs in Texas?

The most popular types of Administrative Operations jobs in Texas are:

What cities in Texas are hiring for Administrative Operations Associate jobs?

Cities in Texas with the most Administrative Operations Associate job openings:

Administrative Operations Associate jobs near you

Operations Associate - Symonds Wealth Management

Kestra Financial Independent Advisor

Fort Worth, TX • On-site

Full-time

Re-posted 23 days ago

Job description



Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.

Job Title: Operations Associate

Job Type: Full-Time

Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107

Reports To: Operations Manager

Job Overview

Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication

Responsibilities and Duties

  • Operational Duties
    • Follow necessary steps for investment account creation
    • Continuous follow up on outstanding requirements during account creation and account funding
    • Communicate over the phone and email to gather requirements for account creation
    • Adding, updating, and completing workflows within our CRM system
    • Address work items in NOT IN GOOD ORDER (NIGO) status
    • Add and edit account features such as cashiering requests for a client
    • Work alongside experienced team members and ask for help when needed
  • Customer Service Duties
    • Create a welcoming experience for all guests and team members
    • Answer inbound phone calls and route them to the right person or take a message
    • Handle customer requests and account service items like address and beneficiary changes
    • Set up and maintain our customer online portal experience in eMoney
  • Administrative Duties
    • Data Entry
    • Creating electronic files for clients and accounts
    • Printing, Scanning, Faxing, Mailing, and Filing

Qualifications

  • Experience: 1-3 years preferred but not required
  • Education: College degree preferred but not required
  • Skills Required:
    • Computer Skills
    • Communicating Over the Phone
    • Organizational Skills
    • Persistency