Office Manager

North Texas Wealth Management; Allen (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k) with company contribution

Health insurance

Paid time off

Short- and long-term disability

Job summary

North Texas Wealth Management in Allen, TX is seeking a full-time Office Manager to provide outstanding administrative support. You will be the welcoming face, managing client interactions and ensuring efficient office operations.

The ideal candidate has over 5 years of experience, a Bachelor's degree, and strong skills in customer service and organization. Competitive benefits include health and life insurance, a 401(k) with contribution, and paid time off.

Qualifications

• 5+ years in an administrative or office management role.
• Meticulous attention to detail in client records, paperwork, and correspondence.
• Excellent communication and customer service skills.

Responsibilities

• Greet clients and ensure inquiries are addressed appropriately.
• Respond to service requests and process business needs.
• Support advisors by preparing client paperwork and coordinating meeting materials.
• Manage scheduling and office administration.
• Restock supplies and coordinate with vendors.
• Maintain accuracy in Salesforce CRM.

Skills

Client interaction

Customer service

Organizational skills

Problem-solving

Communication skills

Multitasking

Education

Bachelor's degree in Business Administration

Tools

Salesforce

Job description

Join Our Team as an Office Manager at North Texas Wealth Management!

About Us

At North Texas Wealth Management, we’ve been empowering individuals and families to achieve their financial goals since 1968. As a fee-based wealth management firm, we take pride in offering personalized services across all stages of the financial journey. Our team-oriented culture fosters collaboration, positivity, and growth, backed by industry-leading technology and competitive benefits. We are committed to values-based investing, leveraging innovative tools to optimize financial planning and maximize investment and tax strategies.

We're seeking a full-time Office Manager to join our team at our Allen, TX office. You'll be the welcoming face of our office and a key point of contact for our clients, providing outstanding administrative support while partnering with our operations team to keep daily business running smoothly.

What You'll Do

• Client interaction — Greet clients with professionalism, answer phones, and ensure inquiries are addressed or directed appropriately.
• Customer service — Respond to service requests and process business needs while delivering an outstanding client experience.
• Advisor & operations support — Partner with our operations team to support our advisors: preparing client paperwork, tracking items through to completion, coordinating meeting materials, and following up on outstanding requests.
• Administrative support — Manage scheduling, calendar events, and office administration, maintaining an organized and efficient work environment.
• Office maintenance — Restock supplies and coordinate with vendors to keep the office running well.
• CRM management — Maintain our Salesforce CRM with meticulous accuracy, ensuring client information and relationship details are complete, current, and error-free.

What You'll Bring

Required

• 5+ years in an administrative or office management role
• Bachelor's degree; Business Administration or a related field preferred
• Meticulous attention to detail — client records, paperwork, and correspondence need to be right the first time, every time
• Excellent communication and customer service skills
• Strong organizational and multitasking abilities, with the judgment to prioritize competing requests
• A proactive problem-solver who works well independently and as part of a team

Preferred

• Experience with LPL Financial or supporting financial advisors or a wealth management, RIA, or broker-dealer operations team
• Experience with Salesforce
• Familiarity with account paperwork, transfers, or client onboarding workflows

What Makes You a Great Fit

Details don't slip past you. You catch the typo, the scheduling conflict, and the client record that

You make people feel welcome and well cared for, clients and colleagues alike.

You take initiative, stay organized under pressure, and follow through without being chased.

You bring energy and resourcefulness to a role where no two days look the same.

The Details

• On-site in Allen, TX — this is not a remote or hybrid position.
• Full-time, (Monday–Thursday 8:30 – 5:00 and Friday 8:30 – 3:00)
• $60,000+ per year, depending on experience
• 401(k) with company contribution
• Health, dental, vision, and life insurance
• Short- and long-term disability coverage
• Paid time off and holidays

North Texas Wealth Management is an equal opportunity employer.

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.