Wealth Management Administrative Assistant

Wealth Management Administrative Assistant (Houston)

About our Firm:

We are a boutique wealth management firm based out of Miami and Houston.  We are a seasoned multidisciplinary professional team providing comprehensive wealth management to our wealthy family and business owner clients.  We allocate significant resources to each client, and we are a small enough team so each team member helps with all aspects of our business.  Our firm is focused on broad based, comprehensive wealth management matters for business owners and wealthy families.  Client planning and implementation matters we work on include investments, taxes, business structure, business sponsored retirement plans, estate and philanthropy.  In summary, we drive the planning and implementation process to help ensure our clients have the opportunity to realize optimal outcomes.

Main Roles and Responsibilities:

Requirements

Skills Required / Valued:

Very organized, structured taskmaster.  High attention to detail, strong memory, self review and track record of minimum errors.  Scheduling. Prioritizing. Follow-up.  Strong analytical skills.

Trustworthy, honest and ethical.  A proactive, self-starter, who takes ownership of projects and sees them through to their best conclusion.  Is proud of their work and guards their reputation by consistently taking the ethical high-ground.

Good communicator - written and verbal.  Someone who enjoys helping, fixing, and improving.

Create / build and maintain systems.  A person who can propose and implement better systems / work flows.

Ability to effectively follow-up (professionally assertive at times) with 3rd party service providers (accountants, insurance agents, lawyers, financial institutions) to see a project to its best conclusion.

Proficient with task management systems, Google Workspace and Microsoft Office, including spreadsheets, flowcharting, word processing and powerpoint.  Preparing client / prospect presentations. Very comfortable with cloud based systems / applications.

Benefits

What we offer:

You will work as the administrative assistant in a three person client service team with a senior relationship manager and an administrative assistant.  You will be exposed to and have the opportunity to learn all aspects of comprehensive wealth management for business owners and wealthy families.  Initially, you will be working full-time as you plug into our workflows & systems.  Compensation negotiable and based on your relevant work experience, education and skill set.  You would start as an hourly employee.