Job Description

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

Our team is seeking an organized, proactive Office Assistant who can maintain a hospitable office environment. As an Office Assistant, you will coordinate conference room scheduling, create, and maintain processes related to office management, and provide executive and office support as needed. The ideal candidate should be detail-oriented, eager to provide excellent service to internal and external customers, and possess proficiency in MS Office tools including Outlook, Excel, PowerPoint, and Teams.

Key Roles / Responsibilities:

• Provide excellent service to officeguests including serving as the first face/voice to greet them in person or over the phone, including employees, customers, vendors, and others.
• Provide support to the office and executive team by overseeing office supply inventory, conference room scheduling, and break area inventory.
• Answer and forward telephone calls, schedule appointments, and provide information.
• Greet and direct visitors, escorting them to the appropriate location.
• Receive and distribute incoming and outgoing mail.
• Assist with company meals and events by ordering, receiving, and setting up as appropriate.
• Assist with other administrative tasks upon request from the executive team.

Required Education, Experience, and Qualifications:

• At least one (1) to three (3) years of experience in an administrative support, office assistant, or receptionist role.
• High school graduate or equivalent, required.
• Bachelor's degree in business, finance, or another related field is preferred.
• Bilingual with proficiency in English and Spanish is preferred.
• Proactive, ownership-driven mindset with the ability to anticipate needs and take initiative.
• Strong critical thinking and problem-solving skills with the ability to assess situations and recommend solutions.
• Professional presence and presentation appropriate for a corporate office environment.
• Strong verbal communication skills with the ability to interact effectively across all levels of the organization.
• Excellent organizational skills and follow-through with the ability to manage multiple priorities simultaneously.
• Demonstrated discretion and ability to handle confidential information with integrity.
• Proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint, Teams) and calendar management systems.

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.

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.

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