Client-Facing Administrative Assistant

Larson Financial Group; Houston, Northern (TX, KY); Hybrid; USD 34,000 - 42,000; Full time

Job summary

Intrua Financial in Houston is seeking an Administrative Assistant to support day-to-day operations and serve as the first point of contact for clients. The role involves front desk duties, meeting support, and general office organization to create a welcoming, professional environment.

The ideal candidate is dependable, proactive, and comfortable handling multiple priorities while maintaining excellent communication with clients and team members.

Qualifications

• High school diploma required; associate or bachelor’s degree preferred.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and interruptions.
• Professional, friendly, and confident when interacting with clients.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
• Willingness to learn new technology and office systems.

Responsibilities

• Greet clients and visitors warmly and professionally and ensure they feel welcomed.
• Answer and route incoming calls to the appropriate advisor or team member.
• Manage multiple calls and messages with a professional demeanor.
• Prepare conference rooms and reset them after meetings for the next appointment.
• Maintain a clean, welcoming front desk and client-facing areas throughout the day.
• Assist with client checks, mailings, scanning, and document organization.
• Support operations with compliance filing and organized records.

Skills

Communication

Organization

Multitasking

Professionalism

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Outlook

Word

Excel

Teams

Job description

Intrua Financial in Houston is seeking an Administrative Assistant to support day-to-day operations and serve as the first point of contact for clients. The role involves front desk duties, meeting support, and general office organization to create a welcoming, professional environment.

The ideal candidate is dependable, proactive, and comfortable handling multiple priorities while maintaining excellent communication with clients and team members.