Client Services Admin Assistant — Growth & Office Support

Chelsea Senior Living; San Antonio (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid holidays

PTO

Career development opportunities

Licensing support

Team-oriented environment

Job summary

Seasons Wealth in San Antonio, TX is seeking an Administrative Assistant to join our boutique wealth management team. You will handle front-desk duties, support the Advisor, and help maintain client relationships with professionalism and discretion.

The role requires 2 years of admin experience, MS Office and CRM proficiency, and a proactive, team‑oriented mindset. Competitive salary and growth opportunities, with holidays and PTO included.

Qualifications

• At least 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 and CRM experience.

Responsibilities

• Answer phones and greet clients in a professional, friendly manner.
• Be the first point of contact for prospects and clients.
• Maintain office supplies and outgoing correspondence.
• Assist clients with issues and concerns.
• Manage client databases and calendar scheduling with the Advisor.
• Prepare pre-appointment materials including summaries.
• Support marketing efforts (newsletters, blogs, social, events).

Skills

MS Office Suite

CRM experience

Customer service

Time management

Written communication

Education

Bachelor's Degree

Tools

CRM software

Job description

Seasons Wealth in San Antonio, TX is seeking an Administrative Assistant to join our boutique wealth management team. You will handle front-desk duties, support the Advisor, and help maintain client relationships with professionalism and discretion.

The role requires 2 years of admin experience, MS Office and CRM proficiency, and a proactive, team‑oriented mindset. Competitive salary and growth opportunities, with holidays and PTO included.