Administrative Assistant

Administrative Assistant

Dynamic & Growing Wealth Management Firm

Flower Mound, TX

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.

Highlights

• Be the first impression for clients and visitors, ensuring a warm, professional, and welcoming experience
• Provide essential support to advisors and staff with scheduling, coordination, and office operations
• Build strong relationships with clients and colleagues while working in a collaborative, team-focused culture
• Gain valuable exposure to the financial planning and wealth management industry
• Opportunities for career growth into a Client Associate role
• Work in a professional, growth-oriented environment with a firm that values its people and clients
• Competitive compensation package ($60,000 – $70,000 base and excellent benefits)

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
• 1+ years of experience as an Administrative Assistant