What are the responsibilities and job description for the Administrative Assistant position at Feliciano Financial Group?
Company Description Feliciano Financial Group is a Texas-based financial services firm that has been serving individuals, families, businesses, and professionals since 1983. The firm is recognized as one of the fastest-growing financial services organizations in East Texas, driven by a client-centered and objective approach. Team members work in an environment that emphasizes continuous improvement in facilities, services, and technology. The company values dependability, dedication, and knowledge, reflected in the efforts of its professionals. Through strategic partnerships, Feliciano Financial Group offers a broad range of financial, insurance, and retirement-related services while maintaining a strong focus on ethical and compliant practices.
Role Description The Administrative Assistant is a full-time, on-site role based in Tyler, TX. This position supports daily office operations by managing calendars, scheduling meetings, and coordinating appointments for team members. The role includes answering and directing calls, greeting visitors, handling mail, and maintaining organized digital and physical filing systems. The Administrative Assistant prepares and formats documents, forms, and reports, and assists with data entry, recordkeeping, and basic office bookkeeping tasks as needed. This team member also supports financial professionals with clerical tasks, ensures office supplies and equipment are maintained, and contributes to a professional and welcoming client experience.
Qualifications
Role Description The Administrative Assistant is a full-time, on-site role based in Tyler, TX. This position supports daily office operations by managing calendars, scheduling meetings, and coordinating appointments for team members. The role includes answering and directing calls, greeting visitors, handling mail, and maintaining organized digital and physical filing systems. The Administrative Assistant prepares and formats documents, forms, and reports, and assists with data entry, recordkeeping, and basic office bookkeeping tasks as needed. This team member also supports financial professionals with clerical tasks, ensures office supplies and equipment are maintained, and contributes to a professional and welcoming client experience.
Qualifications
- Strong administrative support skills, including Administrative Assistance and Executive Administrative Assistance.
- Effective verbal and written Communication skills, with professional Phone Etiquette.
- Proficient Clerical Skills, including filing, data entry, document preparation, and basic office technology use (e.g., email, calendars, printers, copiers).
- Proficiency with common office software (e.g., Microsoft Office or Google Workspace) and ability to learn industry-specific systems.
- High attention to detail, accuracy, and organizational skills in a fast-paced environment.
- Ability to handle confidential information with discretion and follow compliance guidelines.
- Proven reliability, punctuality, and ability to work both independently and collaboratively.
- Prior experience in financial services, professional services, or a similar office environment is beneficial.
- High school diploma or equivalent required; additional administrative or business coursework or certification is a plus.