Office Administration

 

Position Type

Full Time

Job Description

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.

Job Responsibilities

  • 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

Qualifications

  • 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

Location

200 N. Mesquite St., Suite 205
Arlington, TX 76011 USA

Compensation

  • Employer Type (Sector): For-Profit

  • Pay Rate: $20,000-$40,000

  • Default Email Address for Resumes: csaladino@iwpcapital.com

  • Resume Receipt: E-mail

  • Additional Documents: Cover Letter

  • Work Authorization: US Citizen