Administrative Assistant - San Antonio, TX

Position: Administrative Assistant

Firm: Seasons Wealth

Location: San Antonio, TX

Overview:

At Seasons Wealth , we're a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals.

As an Administrative Assistant , this individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

What you'll do:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and outgoing correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist the Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed
• Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
• Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.

What We're Looking For:

• 2+ years of administrative office experience in a fast-paced environment
• Bachelor's Degree preferred
• Financial industry experience preferred
• Advanced skills with MS Office Suite
• CRM experience
• Ability to prioritize projects and manage time
• Savvy customer service, to include excellent communication, both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality

What You'll Get:

Pay & Perks:

• Competitive salary - $40K-$50K based on experience
• Paid Holidays and PTO
• Opportunities for career development and professional growth, including licensing for the right individual
• A supportive, team-oriented environment with work/life balance

Schedule:

• In office: Monday-Friday

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com


Pay Range: $40,000 - $50,000 per year