On-Site Office Manager — Client & Operations Support (Allen)

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

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.