North Texas Wealth Management · 1 day ago
Reception / Administrative Assistant – Financial Services
Allen, TX
Full-time
Onsite
New Grad, Entry LevelNorth Texas Wealth Management is seeking a professional and organized Receptionist / Administrative Assistant to join our team in Allen, Texas. This full-time, on-site role supports daily office operations while providing direct administrative assistance to the advisory team. This position plays an important role in delivering a smooth client experience and supporting advisor workflow across the firm.
Financial ServicesInsuranceRetirementWealth Management
Responsibilities
Serve as the first point of contact for clients and visitors
Answer and route incoming phone calls professionally
Manage scheduling and appointment coordination
Provide direct administrative support to the Vice President of Wealth Management and assist with pre- and post-meeting preparation for other advisors as needed
Assist with general administrative and clerical tasks
Maintain front desk organization and office flow
Support day-to-day office operations as needed
Qualification
Required
Bachelor's degree required
Strong organizational and communication skills
Professional demeanor and attention to detail
Ability to manage multiple tasks in a fast-paced environment
Proficiency in Microsoft Word, Excel, and Outlook
Preferred
Previous administrative or receptionist experience
Financial services industry experience
Benefits
401(k) plan with company contribution.
Insurance coverage (health, life, dental, vision).
Paid time off and holidays.
Long & short-term disability coverage.
Company
North Texas Wealth Management
North Texas Wealth Management is a financial planning and investment firm specializing in retirement planning.
Founded in 1968
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Crews, MBA, CFP®
CEO
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