OVERVIEW

A dynamic and growing wealth management firm is seeking an organized and professional Admin Assistant/Office Coordinator to join their Flower Mound team. As the first and last point of contact for clients, you will play an essential role in creating a welcoming environment and supporting the firm’s advisors and operations. This position offers career growth opportunities and exposure to the wealth management industry in a polished, client-facing setting.

REQUIREMENTS

• Strong interpersonal and communication skills with a client-first mindset
• Professional presentation and ability to represent the firm with polish
• Prior administrative or client service experience preferred
• Ability to manage multiple priorities with organization and attention to detail
  Job Type: Full-time
  Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Education:

• Bachelor’s (Preferred)

Experience:

• Administrative Assistant: 1 year (Preferred)
• Microsoft Office: 1 year (Preferred)
• Client services: 1 year (Preferred)

Work Location: In perso

Please refer the Job description for details