Secretary

Northwind Valley Partners; Austin (TX); On-site; USD 38,000 - 49,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Strong communication

Organizational skills

Time management

Independence

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Outlook

Word

Excel

PowerPoint

Job description

Northwind Valley Partners, a boutique investment firm in Austin, TX, seeks a Secretary for a full-time position. This role involves providing administrative support to investment professionals and maintaining office operations.

As Secretary, you will handle scheduling, correspondence, and document management. You'll also assist with travel arrangements and maintain office supplies inventory. Your duties include greeting visitors and managing office phone systems.

You'll collaborate with a small team of investment professionals in a professional office environment. The workplace is located in Austin, TX, offering a dynamic and supportive atmosphere.

The annual salary for this position falls within a range, starting from $38,000 at the lower end and reaching up to $48,992 at the higher end. This compensation package is designed to provide financial stability and security for the employee. In addition to the salary, the position offers a comprehensive benefits package that includes health insurance, which covers medical expenses and provides access to healthcare services. Retirement plans are also available, allowing employees to save and invest for their future. Furthermore, the position includes paid time off, which permits employees to take vacations, sick days, and other personal days, ensuring a balanced work-life schedule. These benefits collectively contribute to a well-rounded compensation package that values the employee's well-being and financial growth.

Applicants should have experience in administrative roles and proficiency in Microsoft Office Suite. Strong communication skills and organizational abilities are essential. A bachelor's degree is preferred but not required.

The application deadline is set for November 23, 2026.

What You Will Do:

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

What You Bring:

• High school diploma or equivalent
• 1-3 years of experience in an administrative or secretarial role, preferably in a financial or investment environment
• Excellent organizational and time-management skills
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Ability to work independently and as part of a team