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

Planet Forward

Estimator Job at Planet Forward

 ...Seeking 5+ years of estimating experience in manufacturing environment Should have a general knowledge of pricing metal fab or wood manufacturing processes The more knowledge of multi-materials the better including wood, metal, plastics, glass, etc. Knowledge... 

JOVEN, Inc.

Health Educator Job at JOVEN, Inc.

 ...The Health Educator is responsible for delivering Abstinence based sexual risk avoidance education which provides youth with knowledge regarding...  ...maintain composure and handle pressure. Experience in a community-based, youth-oriented organization. Experience in... 

LIQUI MOLY USA Inc.

Regulatory Product Compliance Specialist Job at LIQUI MOLY USA Inc.

 ...MOLY USA is seeking a candidate to fill a position in Regulatory Product Compliance as a time-limited contract role. Join our team and...  ...hour , D.O.E. * This time-limited contract position is fully remote. Requirements Navigate EPR regulations and filings in the... 

Accenture

^AMS Mainframe Developer - 5617933 Job at Accenture

Accenture Flex offers you the flexibility of local fixed-duration project-based work powered by Accenture, a leading global professional services company. Accenture is consistently recognized on FORTUNE's 100 Best Companies to Work For and Diversity Inc's Top 50 Companies...

5C Data Centers

Chief Engineer Job at 5C Data Centers

 ...business. Come join us and play a key role in revolutionizing the world of hyperscale data centers in Ohio! About the Role of CFM Chief Engineer: The Chief Engineer is the dynamic technical leader at the helm of our CFM team which oversees the maintenance, operation,...