Office Administrator

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.

• 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

• 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

• Exposure to financial services concepts including investments, retirement accounts, annuities, and insurance
• Experience supporting financial advisors, wealth management professionals, or financial services organizations
• Knowledge of client relationship management systems used within financial services environments