Office Administrator

Houston, TX

Employment Type: Direct Category: Administrative Job Number: 18602 Work Model: #LI-Onsite Internal Reference: #LI-CS1

Job Description

Our investment client company is seeking to add a dynamic and energetic Office Administrator ot their organization. Building client relationships is key component of this role along with general office duties that support management and key advisors. 

Primary Responsibilities:
  • Provide ongoing service adn administrative support to advisors and staff including processing mail, scanning, faxing, and filing
  • Greet guests, answer incoming calls and triage appropriately
  • Schedule appointments and manage Office Calendar
  • Coordinate preparation of materials for client meetings
  • Send routine correspondence to clients as directed
  • Update and maintain client data in relationship management system
  • Process incoming check deposits
  • Track and coordinate Insurance Licensing across multiple states
  • Prepare internal reports for advisors
  • Provide departmental and project support, as needed
  • Facilitate overall office experience by maintaining professional environment (manage office supplies, coordinate building maintenance, preserve office appearance)

Experience and Required Skills:
  • Prior investment firm administrative experience or banking experience
  • Exposure to financial services concepts including investments, retirement accounts, annuities and insurance, etc., preferred
  • Attention to detail, strong organizational skills, follow-through
  • Abilitly to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with strong sense of ownership
  • Positive, can-do attitude and approachable manor
  • SalesForce experience, preferred
  • Proficiency in MS Office Suite 
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