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Office Administrator/ Coordinator

Wealth Management Meeting Prep Specialist

Job in Conroe, Montgomery County, Texas, 77303, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-01-28
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Conroe, Texas, is seeking a Document Prep Specialist to support the advisory team with meeting preparations and client management. The ideal candidate should have strong detail orientation, organizational skills, and at least one year of office experience. Responsibilities include preparing documents, maintaining client files, and assisting with scheduling. A supportive work environment with benefits is offered, emphasizing work/life balance.

This is a great opportunity to contribute to the firm's success.
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