Office Assistant

Quest Trust Company
Dallas, TX Full Time
POSTED ON 5/16/2022 CLOSED ON 8/10/2022

What are the responsibilities and job description for the Office Assistant position at Quest Trust Company?

About Quest Trust Company

As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated, and hardworking business professionals to join the team. Think you have what it takes? Apply now!


Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.


  • $500.00 sign-on bonus after successfully passing New Hire Review
  • Flexibility to Work From Home one day a week after one year of service
  • Opportunity for internal promotions and career development
  • Excellent growth and advancement opportunities
  • Health Insurance (available after 60 days of full-time employment)
  • Parental Leave (available after one year of service)
  • 7 Paid Holidays
  • 48 hours of personal time each year
  • 401(k) plan enrollment after one year of service
  • 10 paid vacation days after one year of service
  • 15 paid vacation days after five years of service
  • Free snacks and drinks for staff
  • Quarterly team building activities and much more


Roles & Responsibilities include (but not limited to):

As the Office Assistant the ideal candidate will be tasked with keeping the appearance of Quest’s offices and suites to the highest standard for visiting clients. The Office Assistant organizes and coordinates administration duties and office procedures. The Office Assistant duties and responsibilities include performing receptionist duties, making office supplies arrangements, greeting visitors and providing general administrative support to our employees.


  • Oversee and support all administrative duties in the office and ensure that office is operating smoothly
  • Manage office supplies inventory and place orders as necessary
  • Perform receptionist duties: greet visitors, and answer and direct phone calls; handle customer inquiries and complaints
  • Receive and sort incoming mail and deliveries, and manage outgoing mail
  • Develop, organize, and manage office policies and procedures, and ensure they are implemented appropriately
  • Assist with office layout planning and office moves, and with managing and maintaining IT infrastructure; manage office budget
  • Identify opportunities for process and office management improvements, and design and implement new systems
  • Provide other administrative support as necessary, including scheduling office meetings, maintaining calendars, doing research, creating reports, and coordinating office staff activities and office events
  • Partner with HR to maintain office policies and internal staff relations as necessary
  • Coordinate with IT department on all office equipment
  • Manage relationships with vendors, service providers, and landlord, ensuring that all items are handled timely and efficiently
  • Travel to conferences, tradeshows, and various educational or networking events – mostly nights or weekends in the Dallas area.
  • Performs other job-related duties as required


Education & Experience

  • High School Diploma required
  • A minimum of 1-3 years of directly job-related


Skills & Qualifications

  • Time management skills with the ability to organize and prioritize
  • Must be able to work well in a team environment
  • Ability to work under pressure with tight deadlines
  • Previous office management, administrative, or assistant experience
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Knowledge of accounting, data, and administrative management practices and procedures
  • Knowledge of human resources management practices and procedures
  • Computer skills and knowledge of office software packages
  • Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
  • Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)
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