About this role
Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.
LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/
Website: www.equifyfinancial.com
Position Summary: We are seeking an organized, professional Administrative Assistant to be the first point of contact for visitors and callers, ensuring a welcoming and professional experience. The Administrative Assistant will manage the front desk, coordinate conference room scheduling, parking and security badges, supplies, and company events, and provide administrative support to the Chief of Staff and executive team. The ideal candidate is detail-oriented, customer service focused, and proficient in MS Office tools including Outlook, Excel, PowerPoint, and Teams.
Key Roles / Responsibilities :
- Serve as the first point of contact for visitors and callers: greet, sign in, and escort guests, and direct calls to the appropriate person across our companies, always leading with a customer service mentality.
- Receive, sort, and distribute incoming and outgoing mail, packages, and deliveries.
- Coordinate conference room schedules.
- Administer temporary visitor security badges and support HR with new employee onboarding.
- Monitor office supply and break area inventory and place orders as needed.
- Help plan and coordinate company meals, events, and office activities, including ordering, receiving, and setup.
- Document, maintain, and update written procedures for recurring tasks, including procurement, inventory management, and parking and security badge requests to HR for production.
- Provide administrative support to the Chief of Staff and executive team, including scheduling, calendar coordination, and document preparation.
- Maintain confidentiality of business, client, employee, and other sensitive information.
- Other duties and special projects, as assigned.
Required Education, Experience, and Qualifications:
- High school diploma or equivalent required.
- Two (2) or more years of experience in an administrative, receptionist, or office support role.
- Proficiency with Microsoft Office products (Outlook, Excel, PowerPoint, Teams).
- Strong verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Ability to work independently and as a member of a team.
- Ability to handle confidential information with discretion.
- Able to work on site Monday through Friday, 8:00 AM to 5:00 PM.
- Customer service experience preferred.
- Bilingual candidates with proficiency in English and Spanish preferred.
- Financial services or equipment finance experience is a plus.
Working Conditions :
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Positions self to install equipment, including under desks.
- Moves throughout the building to access files.
- Must be able to comprehend and follow written and oral instructions.
- Must be able to complete tasks even with frequent interruptions.
- Must be able to use discretion and independent judgment as needed.
- Must be able to speak clearly on the phone and to fellow workers.
Benefits :
- Competitive Compensation Package
- Medical + Dental + Vision Coverage
- 401K + Company Match
- Life Insurance + Long Term Disability Coverage – 100% Company Paid
- Health Savings Account (HSA)
- Gym Reimbursement Program
- Tuition Reimbursement Program
- Wellness Check Program - Insurance Premium Discounts
- EAP Resources
- Paid Holidays
- Paid Time Off (PTO)
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Wilks Brothers and affiliated companies does not accept unsolicited resumes from recruitment agencies or fee based recruitment services. Recruitment agencies or recruitment services may contact [email protected] for more information.
This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.
I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.
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