Reception​/Administrative Assistant – Financial Services

Overview

North Texas Wealth Management is seeking a professional and organized Receptionist / Administrative Assistant to join our team in Allen, Texas. This full-time, on-site role supports daily office operations while providing direct administrative assistance to the advisory team.

This position plays an important role in delivering a smooth client experience and supporting advisor workflow across the firm.

• Serve as the first point of contact for clients and visitors
• Answer and route incoming phone calls professionally
• Manage scheduling and appointment coordination
• Provide direct administrative support to the Vice President of Wealth Management and assist with pre- and post-meeting preparation for other advisors as needed.
• Assist with general administrative and clerical tasks
• Maintain front desk organization and office flow
• Support day-to-day office operations as needed

• Strong organizational and communication skills
• Professional demeanor and attention to detail
• Ability to manage multiple tasks in a fast-paced environment
• Proficiency in Microsoft Word, Excel, and Outlook

• Previous administrative or receptionist experience
• Financial services industry experience

• Collaborative and team-oriented firm culture
• Opportunity to support senior leadership
• Exposure to wealth management operations
• Stable, professional office environment
• Competitive compensation and comprehensive benefits package.
• 401(k) plan with company contribution.