Administrative Assistant

Insperity in Southlake, TX

  • Type: Full Time
position filled

Colonial Funding Group has quickly grown into one of the most active note buying and trading companies providing practical, applicable and up-to-date training and mentoring to thousands of students, but more importantly note investors.

Administrative Assistant

Your i’s never go undotted and t’s never go uncrossed, as your attention to detail is impeccable. For you, no task is too small or too big, you can do it all and you do it with pride. We are looking for the right candidate who has high personal and professional standards and a reputation for excellence. Equal parts humor, patience and drive along with an abundance of common sense and good judgment.


  • Produce information by transcribing, formatting, inputting, editing, retrieving, copying and transmitting text, data and graphics.
  • Conserve owner’s time by reading, researching and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
  • Maintain executive's appointment schedule by planning and scheduling appointments, meetings, conferences, and teleconferences.
  • Manage projects and conduct research as needed; following up on results.
  • Maintain customer confidence and protects operations by keeping information confidential.
  • Prepare presentations and reports by collecting and analyzing information.
  • Provide historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions.
  • Coordinate travel for owner and family – airfare, hotel, car rental. Keep owner’s calendar updated with all travel agendas and details.
  • Qualifications:

  • Administrative writing and reporting skills.
  • Proficient with Microsoft Office software, Outlook, Excel, PowerPoint. Turbobridge, Gotowebinar, InfusionSoft is highly preferred.
  • Strong organization, time management and verbal communication skills.
  • Real Estate or Title experience a plus.

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