Investment Office Administrator

Northwind Valley Partners; Austin (TX); Presencial; USD 38.000 - 49.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plans

Paid time off

Descripción de la vacante

Northwind Valley Partners in Austin, TX seeks a full-time Secretary to provide administrative support to investment professionals and keep office operations running smoothly.

You will handle scheduling, travel arrangements, correspondence, and document management, greet visitors, manage phone systems, and support preparation of financial reports. A bachelor''s degree is preferred but not required; 1–3 years of administrative experience is ideal.

Formación

• High school diploma or equivalent.
• 1–3 years in administrative/secretarial roles, preferably in finance/investment.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Outlook/Word/Excel/PowerPoint).
• Bachelor's degree preferred but not required.

Responsabilidades

• Manage office operations, including scheduling, travel arrangements, and meeting coordination.
• Provide administrative support to investment professionals, including preparing presentations and handling client inquiries.
• Maintain accurate records and files.
• Assist with preparation of financial reports and other administrative tasks as needed.

Conocimientos

Strong communication

Organizational skills

Time management

Independence

Educación

High school diploma or equivalent

Herramientas

Microsoft Office Suite

Outlook

Word

Excel

PowerPoint

Descripción del empleo

Northwind Valley Partners in Austin, TX seeks a full-time Secretary to provide administrative support to investment professionals and keep office operations running smoothly.

You will handle scheduling, travel arrangements, correspondence, and document management, greet visitors, manage phone systems, and support preparation of financial reports. A bachelor''s degree is preferred but not required; 1–3 years of administrative experience is ideal.