Search Services

Office Administrator

Search Services Houston, TX
Search Services

Office Administrator

Search Services Houston, TX
2 weeks ago 101 applicants

See who Search Services has hired for this role

Our investment client company is seeking to add a dynamic and energetic Office Administrator ot their organization. Building client relationships is key component of this role along with general office duties that support management and key advisors.

Primary Responsibilities:

  • Provide ongoing service adn administrative support to advisors and staff including processing mail, scanning, faxing, and filing
  • Greet guests, answer incoming calls and triage appropriately
  • Schedule appointments and manage Office Calendar
  • Coordinate preparation of materials for client meetings
  • Send routine correspondence to clients as directed
  • Update and maintain client data in relationship management system
  • Process incoming check deposits
  • Track and coordinate Insurance Licensing across multiple states
  • Prepare internal reports for advisors
  • Provide departmental and project support, as needed
  • Facilitate overall office experience by maintaining professional environment (manage office supplies, coordinate building maintenance, preserve office appearance)

Experience and Required Skills:

  • Prior investment firm administrative experience or banking experience
  • Exposure to financial services concepts including investments, retirement accounts, annuities and insurance, etc., preferred
  • Attention to detail, strong organizational skills, follow-through
  • Abilitly to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with strong sense of ownership
  • Positive, can-do attitude and approachable manor
  • SalesForce experience, preferred
  • Proficiency in MS Office Suite

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Administrative

  • Industries

    Staffing and Recruiting

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