Administrative Assistant - San Antonio, TX

Position

Administrative Assistant

Seasons Wealth

San Antonio, TX

At Seasons Wealth, we are a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long‑term commitment to helping them achieve their financial goals.

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and outgoing correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist the Advisor with calendar management
• Pre‑appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry‑specific tasks as needed
• Assist Back‑Office support initiatives and core projects that support Advisory teams
• Provide marketing support such as newsletters, blog, social, website, communications, events, etc.

• 2 years of administrative office experience in a fast‑paced environment
• Bachelor's Degree preferred
• Financial industry experience preferred
• Advanced skills with MS Office Suite and CRM experience
• Ability to prioritize projects and manage time
• Excellent customer service, with strong verbal and written communication
• Good follow‑through and persistence to achieve quality
• Good‑natured, positive attitude

• Competitive salary $40,000–$50,000 based on experience
• Paid holidays and PTO
• Opportunities for career development and professional growth, including licensing for the right individual
• A supportive, team‑oriented environment with work/life balance

In office:
Monday‑Friday

$40,000 – $50,000 per year