Client-Facing Administrative & Office Support

Intrua Financial, LLC; Houston (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Intrua Financial, LLC in Houston is seeking a reliable Administrative Assistant to support day-to-day operations and serve as the first point of contact for clients. The role emphasizes a welcoming, professional office and proactive administrative support.

The ideal candidate is dependable, organized, and an excellent communicator who can manage multiple priorities while maintaining a friendly, calm demeanor in a busy office environment. Strong Microsoft Office skills are required.

Qualifications

• High school diploma required; associate or bachelor’s degree preferred.
• Previous administrative, receptionist, hospitality, or customer service experience is a plus.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and interruptions throughout the day.
• Comfortable answering and managing multiple incoming phone calls.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.

Responsibilities

• Greet clients and visitors warmly and professionally and ensure they feel welcomed and taken care of.
• Answer and route incoming calls to the appropriate advisor or team member.
• Manage multiple incoming calls at once while maintaining a professional and helpful demeanor.
• Take accurate messages and ensure information is communicated promptly to the appropriate person.
• Serve as a helpful resource for clients while they are visiting the Houston office.
• Prepare conference rooms before client meetings, ensuring rooms are clean, organized, and ready for guests.
• Reset conference rooms promptly following meetings so they are prepared for the next appointment.
• Monitor client-facing areas throughout the day and maintain a clean, polished, and welcoming environment.
• Stock and organize snacks, beverages, and supplies for clients and team members.
• Help maintain the office kitchen, including keeping common areas tidy and running the dishwasher at the end of each day.
• Identify office supply or maintenance needs and communicate them to the appropriate team member.
• Assist with incoming client checks and the check deposit process in accordance with firm procedures.
• Assist with client correspondence, mailings, scanning, and document organization.
• Support compliance filing and maintenance of organized records.
• Relay messages, documents, and information to advisors and team members accurately and promptly.
• Provide general administrative support to the operations and client service teams as needed.
• Assist with special projects and other office responsibilities as they arise.

Skills

Communication

Organization

Multitasking

Customer service

Professionalism

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Outlook

Word

Excel

Teams

Job description

Intrua Financial, LLC in Houston is seeking a reliable Administrative Assistant to support day-to-day operations and serve as the first point of contact for clients. The role emphasizes a welcoming, professional office and proactive administrative support.

The ideal candidate is dependable, organized, and an excellent communicator who can manage multiple priorities while maintaining a friendly, calm demeanor in a busy office environment. Strong Microsoft Office skills are required.