Office Manager

Join Our Team as an Office Manager at North Texas Wealth Management! About Us At North Texas Wealth Management, we’ve been empowering individuals and families to achieve their financial goals since 1968. As a fee-based wealth management firm, we take pride in offering personalized services across all stages of the financial journey. Our team-oriented culture fosters collaboration, positivity, and growth, backed by industry-leading technology and competitive benefits. We are committed to values-based investing, leveraging innovative tools to optimize financial planning and maximize investment and tax strategies. We're seeking a full-time Office Manager to join our team at our Allen, TX office. You'll be the welcoming face of our office and a key point of contact for our clients, providing outstanding administrative support while partnering with our operations team to keep daily business running smoothly. What You'll Do Client interaction — Greet clients with professionalism, answer phones, and ensure inquiries are addressed or directed appropriately. Customer service — Respond to service requests and process business needs while delivering an outstanding client experience. Advisor & operations support — Partner with our operations team to support our advisors: preparing client paperwork, tracking items through to completion, coordinating meeting materials, and following up on outstanding requests. Administrative support — Manage scheduling, calendar events, and office administration, maintaining an organized and efficient work environment. Office maintenance — Restock supplies and coordinate with vendors to keep the office running well. CRM management — Maintain our Salesforce CRM with meticulous accuracy, ensuring client information and relationship details are complete, current, and error-free. What You'll Bring Required 5+ years in an administrative or office management role Bachelor's degree; Business Administration or a related field preferred Meticulous attention to detail — client records, paperwork, and correspondence need to be right the first time, every time Excellent communication and customer service skills Strong organizational and multitasking abilities, with the judgment to prioritize competing requests A proactive problem-solver who works well independently and as part of a team Preferred Experience with LPL Financial or supporting financial advisors or a wealth management, RIA, or broker-dealer operations team Experience with Salesforce Familiarity with account paperwork, transfers, or client onboarding workflows What Makes You a Great Fit Details don't slip past you. You catch the typo, the scheduling conflict, and the client record that You make people feel welcome and well cared for, clients and colleagues alike. You take initiative, stay organized under pressure, and follow through without being chased. You bring energy and resourcefulness to a role where no two days look the same. The Details On-site in Allen, TX — this is not a remote or hybrid position. Full-time, (Monday–Thursday 8:30 – 5:00 and Friday 8:30 – 3:00) $60,000+ per year, depending on experience 401(k) with company contribution Health, dental, vision, and life insurance Short- and long-term disability coverage Paid time off and holidays North Texas Wealth Management is an equal opportunity employer. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. #J-18808-Ljbffr North Texas Wealth Management