Client Experience Lead — Office Administrator

Vital Retirement Planners; Cedar Park (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Vital Wealth and Retirement in Cedar Park, TX is seeking an Office Administrator who will be the face of our office and deliver an exceptional client experience daily. The role partners with our team to ensure smooth operations in a fast-paced environment.

Ideal candidates are outstanding communicators, highly organized, and eager to grow with us, bringing a professional presence and a commitment to integrity and client service.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Professional appearance and demeanor.
• Positive attitude with willingness to learn.
• Ability to work independently while collaborating with a team.
• Experience in administrative, customer service, or office support roles.
• Experience with Microsoft Office and Google Workspace is a plus.

Responsibilities

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Schedule appointments and manage office calendars.
• Maintain a clean, organized, and welcoming office environment.
• Prepare conference rooms for client meetings.
• Coordinate mail, deliveries, and office supplies.
• Scan, organize, and upload client documents.
• Assist with client onboarding and administrative paperwork.
• Manage CRM tasks and office workflows.
• Support advisors with administrative requests.
• Coordinate office vendors and daily operations.
• Assist with additional projects as the firm grows.

Skills

Communication

Organization

Professionalism

Teamwork

Customer Service

Tools

Microsoft Office

Google Workspace

Job description

Vital Wealth and Retirement in Cedar Park, TX is seeking an Office Administrator who will be the face of our office and deliver an exceptional client experience daily. The role partners with our team to ensure smooth operations in a fast-paced environment.

Ideal candidates are outstanding communicators, highly organized, and eager to grow with us, bringing a professional presence and a commitment to integrity and client service.