Front Office Administrator - Presidio Wealth Partners

HighTower; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading firm in financial advisory is seeking a Front Office Administrator in Houston. This role requires exceptional communication skills and the ability to manage front-desk operations effectively. You will be the first point of contact for clients, overseeing all front-desk responsibilities while supporting the operational team with various administrative tasks. Join a vibrant team offering benefits like medical coverage and a 401k matching plan.

Benefits

Medical, dental, and vision insurance from day one

401k Matching Plan

Student Loan Assistance

Pet Insurance

Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Qualifications

• 2+ years of related experience.
• Excellent verbal and written communication skills.
• Ability to maintain confidentiality.

Responsibilities

• Greet clients, guests, and vendors, ensuring a polished client experience.
• Manage office supply inventory and coordinate with vendors.
• Provide administrative support to the Managing Partner and Director of Operations.

Skills

Communication

Organizational Skills

Time Management

Problem Solving

Microsoft Office Suite

Job description

Who We Are

Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio manages $3 billion of assets on behalf of our clients. We offer an outsourced family office experience for our clients that places us at the center of a client's financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 15 full-time employees comprised of 8 advisors and 7 supporting staff members.

Hightower provides investment, financial and retirement planning services to individuals, foundations, and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors, like Presidio, to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

What You'll Do

As the first person clients and visitors interact with when visiting our office, the Front Office Administrator will be the face of the firm and plays a vital role in providing a polished client experience. You will report to the Director of Operations and will manage all front-desk responsibilities, overseeing certain aspects of daily office operations, and support the them with a variety of administrative tasks. #LI-Onsite

• Warmly greet clients, guests, and vendors upon arrival and ensure they are comfortably seated and attended to.
• Professionally answer and direct incoming phone calls, take messages, and field inquiries as needed.
• Maintain the cleanliness and presentation of the reception area and common spaces.
• Monitor and manage office supply inventory, including ordering and restocking items proactively.
• Oversee kitchen and hospitality areas, including keeping the fridge stocked, coffee/tea bar replenished, and supplies organized.
• Receive, sort, and distribute incoming mail and packages.
• Coordinate with vendors (cleaning service, building management, etc.) to support smooth office operations.
• Provide general administrative support to Managing Partner and Director of Operations
• Primary scheduler for managing partner.

What You'll Bring

• 2+ years of related experience
• Professional demeaner with excellent verbal and written communication skills
• Organizational and time management skills with strong attention to detail
• Friendliness with the ability to remain composed under pressure
• Ability to problem solve and think critically
• Proficient in Microsoft Office Suite
• Ability to maintain confidentiality and handle sensitive information with discretion

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.