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The Woodlands, Texas | Direct Hire
Our client in The Woodlands, TX is seeking a Office Administrator to join their team. This is a Direct Hire opportunity to join a strong team that is looking to grow.
This is an opportunity to join a well-established financial advisory firm that has been in business over 30 years. This team is extremely service driven and work with top-tier individuals. The environment is professional, fast-paced, hands-on, and no detail is too small or unimportant.
The Office Administrator is a critical role within the office. Initially, the primary responsibility will involve a concentrated effort in scheduling and calendar management. The industry requires a certain level of contact with clients and the Office Administrator will take on the duty of calling and emailing clients to maintain those requirements. In addition, you will join the administrative team to support multiple Financial Advisors. Daily duties would include
• Professionally answering the phone
• Completing office filing
• Updating accounts in the database
• Scanning files and documents
• Maintain social contact with clients with birthday/anniversary mail outs
• Tracking forms, sorting mail
• Ad hoc projects as directed
The Office Administrator is allowed quite a bit of autonomy and requires a person who is self-driven, motivated to learn and do more, who maintains the highest level of integrity, and is adept at multitasking. If you thrive in a support position and look for opportunities to provide “ wow” moments for clients, this is a great position for you.
High school diploma is required, some college experience is a plus
3+ years of experience in a similar role
Expertise in organizational skills and follow-through
Exceptional communication and professionalism is required
Working knowledge of MS Suite; specifically, MS Excel – basic formulas, data entry, creating charts & tables
Comfortable working in a fast paced environment, frequent outbound phone calls, and scheduling appointments with clients
Features and Benefits:
This organization offers excellent benefits and perks as they truly value the hard work employees put in every day. Benefits include:
Medical/Dental insurance (multiple plans to choose from including one that covers employee 100%)
Roth 401K with match
20 total days of paid time off (PTO, vacation, sick days, paid holidays, etc.)
In addition to benefits, they also take the time to acknowledge employees with events such as a Thanksgiving pot luck, Post-Tax season celebration, birthday lunches, etc.