Administrative Assistant Job at Windle Wealth, Oklahoma City, OK

bnBoRlNYZ1lMb0ZXZUJXcDgvU1ZZSUQvSnc9PQ==
  • Windle Wealth
  • Oklahoma City, OK

Job Description

Windle Wealth, a dynamic investment firm, is looking for a highly organized and detail-oriented Administrative Assistant to manage critical day-to-day operations. Officially, this role functions as an Administrative Assistant , but internally, we call it our "Operations Slayer". This role is perfect for someone who thrives on solving problems, streamlining processes, and ensuring smooth financial transactions.

What You’ll Do:

  • Process account openings and maintain client accounts
  • Handle all paperwork related to accounts, transfers, deposits, and withdrawals
  • Manage ACH, wire transfers, and other money movement processes
  • Ensure accuracy and compliance with financial regulations
  • Identify and troubleshoot operational challenges, using critical thinking to resolve issues
  • Maintain precise records and conduct routine audits

What We’re Looking For:

  • Extreme attention to detail – you notice the little things that make a big difference
  • Strong problem-solving skills – you can think critically and find solutions independently
  • Highly organized and process-driven – you keep everything running smoothly
  • Great communication skills – you’ll interact with clients and internal teams
  • Financial services interest (bonus, but not required!) – if you’re eager to learn, we’ll train you

Why Join Us?

  • A fast-growing, client-focused investment firm with a modern approach
  • A collaborative team that values efficiency, problem-solving, and a good sense of humor

If you're a natural organizer, detail fanatic, and problem solver , we’d love to hear from you! No prior financial industry experience? No problem – we’re looking for the right mindset and work ethic.

Job Tags

Similar Jobs

Texas Workforce Commission

Local Delivery Driver (Box Truck) Job at Texas Workforce Commission

 ...a professional, skilled individual for our HVAC Local Delivery Driver position for our branch operations group located at our Lubbock,...  ...The Local Driver is responsible for the safe operation of company trucks for timely delivery of products to customer and company... 

TRUGlobal

Director SAP Job at TRUGlobal

 ...Job Description: SAP Director Position: SAP Director Job Summary: We are seeking...  ...leadership skills, and a proven track record in managing large-scale SAP projects. Key...  ...SAP project plans, budgets, timelines, and risk mitigation strategies. Oversee Agile/... 

MHI RJ Aviation Group

Occupational Health Nurse Job at MHI RJ Aviation Group

 ...About the role: Responsible for coordinating various health and safety practices & programs designed to safeguard all employees...  ...exposure records, according to the American Association of Occupation Health Nurses and Occupation Health and Safety Administration (OSHA).... 

Ramsey Solutions

Digital Graphic Designer Job at Ramsey Solutions

 ...sharing + benefits*Range depends on skill level and overall experience.A Little Bit About Us: You might know us from our founder...  ...other needs that may pop up.While every team member has a designated workspace (with an electronic sit-stand desk), our campus was... 

Compunnel Inc.

Driver Job at Compunnel Inc.

 ...service experience. Public transportation experience is preferred. Basic computer or tablet skills required. Licensing: A valid drivers license with a clean driving record required. CDL license preferred but not required for this position. Skills & Abilities:...