We are seeking an office administrator for our partner companies Trinity Fiduciary Partners, LLC and IWP Capital, LLC.
Trinity formed in January 2005. The company serves investment clients nationally including individuals, institutions and their advisers. We focus on asset allocation. We do offer both screened and unscreened portfolios, but focus on screened, Catholic investing. As of December 31, 2017, we managed about $125 million. Trinity is regulated by the Securities and Exchange Commission. Please visit www.trinityfiduciary.com for more information.
IWP Capital is a research and technology company that provides screening, corporate engagement and proxy voting services. We specialize in Catholic Values Investing using the U.S. Conference of Catholic Bishops' (USCCB) “Socially Responsible Investment Guidelines” as our foundation for screening and advocacy. We also created our own FFV Scorecard® that provides a “best in class” faith-based investment program.
We are seeking an organized, self-starter to add to our team who enjoys working with people, managing day-to-day operations, and collaborating with a team of professionals across both of our companies.
Handle customer service, including minor account changes such as contact information
Collaborative with team to collect, process and distribute incoming mail as well as compose and send correspondence for other office staff
Process mass mailings
Assist in maintaining client relationship management (CRM) software (Redtail)
Manage calendars and coordinate meetings
Maintain scanned documents and receipts files
Answer incoming emails and phone calls and direct the messages to the appropriate staff member
Attention to detail in regards to working on various projects and getting tasks accomplised
Bachelor's degree preferred
5-7 years of experience as an office administrator
Proficient in Microsoft Office suite
Familiar with VoIP phone systems
Excellent verbal and written communication skills
200 N. Mesquite St., Suite 205
Arlington, TX 76011 USA
Employer Type (Sector): For-Profit
Pay Rate: $20,000-$40,000
Default Email Address for Resumes: email@example.com
Resume Receipt: E-mail
Additional Documents: Cover Letter
Work Authorization: US Citizen