Office Administrator

Vital Retirement Planners; Cedar Park (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Vital Wealth and Retirement in Cedar Park, TX is seeking an Office Administrator who will be the face of our office and deliver an exceptional client experience daily. The role partners with our team to ensure smooth operations in a fast-paced environment.

Ideal candidates are outstanding communicators, highly organized, and eager to grow with us, bringing a professional presence and a commitment to integrity and client service.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Professional appearance and demeanor.
• Positive attitude with willingness to learn.
• Ability to work independently while collaborating with a team.
• Experience in administrative, customer service, or office support roles.
• Experience with Microsoft Office and Google Workspace is a plus.

Responsibilities

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Schedule appointments and manage office calendars.
• Maintain a clean, organized, and welcoming office environment.
• Prepare conference rooms for client meetings.
• Coordinate mail, deliveries, and office supplies.
• Scan, organize, and upload client documents.
• Assist with client onboarding and administrative paperwork.
• Manage CRM tasks and office workflows.
• Support advisors with administrative requests.
• Coordinate office vendors and daily operations.
• Assist with additional projects as the firm grows.

Skills

Communication

Organization

Professionalism

Teamwork

Customer Service

Tools

Microsoft Office

Google Workspace

Job description

At Vital Wealth and Retirement, we believe retirement planning is about more than finances—it's about helping people confidently navigate one of the biggest transitions of their lives. We are passionate about serving our clients with excellence, integrity, and genuine care.

As our firm continues to grow, we're looking for an Office Administrator who will become the face of our office and play a vital role in creating an exceptional client experience every day.

Who We're Looking For

Office Administrator

Location:Cedar Park, TX

Company:Vital Wealth and Retirement

Job Type:Full-Time | In-Office

About Us

At Vital Wealth and Retirement, we believe retirement planning is about more than finances—it's about helping people confidently navigate one of the biggest transitions of their lives. We are passionate about serving our clients with excellence, integrity, and genuine care.

As our firm continues to grow, we're looking for an Office Administrator who will become the face of our office and play a vital role in creating an exceptional client experience every day.

Who We're Looking For

We're not just looking for someone to answer phones.

We're looking for someone who genuinely enjoys helping people, thrives in a fast-paced environment, and wants to grow alongside our team.

The right person is:

• An exceptional communicator with outstanding phone and in-person etiquette.
• Naturally warm, welcoming, and positive.
• Highly organized and detail-oriented.
• Hungry to learn and eager to grow professionally.
• Teachable and open to coaching and feedback.
• A team player who enjoys supporting others.
• Self-motivated and proactive.
• Comfortable multitasking while maintaining accuracy.
• Someone who takes pride in creating an outstanding client experience.
• Someone who values integrity, professionalism, and reliability.

If you're the type of person who notices what needs to be done before being asked and enjoys making people's day a little easier, we'd love to meet you.

Responsibilities

As our Office Administrator, you'll help ensure our office runs smoothly while providing exceptional service to clients.

Responsibilities include:

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Schedule appointments and manage office calendars.
• Maintain a clean, organized, and welcoming office environment.
• Prepare conference rooms for client meetings.
• Coordinate mail, deliveries, and office supplies.
• Scan, organize, and upload client documents.
• Assist with client onboarding and administrative paperwork.
• Manage CRM tasks and office workflows.
• Support advisors with administrative requests.
• Coordinate office vendors and daily operations.
• Assist with additional projects as the firm continues to grow.

Qualifications

Preferred qualifications include:

• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Professional appearance and demeanor.
• Positive attitude with a willingness to learn.
• Ability to work independently while collaborating with a team.
• Experience in an administrative, customer service, hospitality, or office support role is preferred but not required.
• Experience with Microsoft Office and Google Workspace is a plus.

Why Join Vital Wealth and Retirement?

We're a growing firm where your work truly matters. You'll have the opportunity to build meaningful relationships with clients, contribute to a positive team culture, and grow your career in a supportive environment that values initiative, collaboration, and continuous learning.

If you're looking for more than just a job—and want to be part of a team that genuinely enjoys helping others,we'd love to hear from you.