Job Description

Office Administrator

Delta Dallas is currently representing a private wealth firm in Dallas in its search for an Office Administrator with basic accounting and bookkeeping experience.

Our client is a team-oriented, family-run business with an excellent culture and unmatched stability within the team. The firm caters lunch daily for its employees and offers fully paid benefits for the employee and family, a generous IRA contribution, PTO, and an excellent work/life balance.

Responsibilities will include:

Office Administration:

• Greet and welcome visitors in a professional and friendly manner.
• Answer and direct phone calls to the appropriate person.
• Handle incoming and outgoing mail, packages, and deliveries.
• Coordinate and schedule appointments, meetings, and conference room reservations.
• Ensure the office and kitchen areas are pleasant, organized, and stocked with supplies weekly.
• Ensure meeting spaces are ready to go each day.
• Assist in preparing reports, presentations, and other documents as needed.
• Support the team in organizing events and meetings, including ordering daily catering.
• Collaborate with vendors and suppliers to ensure timely service and delivery.
• Liaise with building management for facility-related concerns.
• Accounting and Bookkeeping:
• Assist in tracking expenses and invoices.
• Assist in monthly bank reconciliations.
• Provide Accounts Payable support for select accounts.
• Assist with 1099 processing on an annual basis.
• Stuff and mail AP checks weekly.

Core competencies will include:

• High school diploma or equivalent; Associate degree or relevant certification is a plus.
• Three to five years of proven corporate administrative experience.
• Basic bookkeeping skills and familiarity with financial tracking; proficiency in QuickBooks Desktop or similar accounting software a plus.
• Ability to communicate effectively both in written and verbal formats.
• Strong project communication and organizational skills.
• Computer skills: Excel, Word, Outlook, Google Workspace.
• Accuracy and attention to detail.
• Strong problem solving and analytical skills.
• A collaborative, team-oriented mentality; no egos are allowed in the office!

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