ABOUT OUR CLIENT Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm partners closely with clients to provide guidance in retirement planning, wealth management, and financial decision-making. The culture is collaborative, client-focused, and built on professionalism, trust, and exceptional service. Team members have the opportunity to make a meaningful impact, contribute ideas, build strong relationships, and grow professionally within the financial services industry. ABOUT THE ROLE Our Client is seeking an Office Administrator to provide administrative, operational, and client service support to advisors and staff. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment. This is an in-office position located in Houston, Texas. RESPONSIBILITIES
Provide ongoing administrative and service support to advisors and staff, including mail processing, scanning, faxing, and filing
Greet visitors and maintain a professional front-office experience
Answer incoming calls and route inquiries appropriately
Schedule appointments and manage the office calendar
Coordinate and prepare materials for client meetings
Send routine client correspondence as directed
Maintain and update client information within the CRM and relationship management system
Process incoming check deposits and money movement requests as delegated by senior team members
Support onboarding activities for new partners as directed
Track and coordinate insurance licensing requirements across multiple states
Prepare internal reports for advisors and leadership
Provide departmental and project support as needed
Manage office supplies and coordinate facility maintenance needs
Maintain a professional, organized, and client-focused office environment
QUALIFICATIONS
Experience in an office administration, administrative assistant, client service, or similar support role required
Professional demeanor and strong customer service orientation
Excellent organizational skills and attention to detail
Strong follow-up and task management abilities
Ability to prioritize multiple responsibilities while maintaining accuracy
Effective verbal and written communication skills
Resourceful, proactive, and self-motivated work style
Strong sense of ownership and accountability
Positive attitude and collaborative approach
Experience using CRM systems preferred
Proficiency with Microsoft Office Suite
Comfort learning and using technology platforms and business applications
PREFERRED QUALIFICATIONS
Exposure to financial services concepts including investments, retirement accounts, annuities, and insurance
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