Wealth Management Admin & Client Services Pro

ASPIRIANT LLC; Austin (TX); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Job summary

Aspiriant, a leading wealth management firm, seeks a detail-oriented Administrative Assistant in Austin, TX. The role combines administrative tasks with client service responsibilities to support the Client Service Operations team.

The ideal candidate will have 2–5 years of office admin experience, strong organizational and communication skills, and the ability to handle multiple tasks with discretion.

Qualifications

• 2–5 years in an administrative assistant role in office environments.
• Experience in professional services and/or financial services is a plus.
• Excellent client service mindset and professional demeanor.

Responsibilities

• Show initiative and take ownership of each task from start to finish.
• Answer requests in a timely and professional manner.
• Communicate effectively with teammates in person, via instant messaging, and by email.
• Monitor a shared email inbox and a Business Process workflow queue daily.
• Maintain client documents and records in compliance with policies.
• Establish and maintain client access to the online portal.
• Greet clients and vendors at the front desk.
• Plan office events and birthday celebrations.
• Provide ad hoc support to Directors and Managers.
• Order groceries and office supplies as needed.

Skills

Event planning

Confidentiality

Organizational skills

Communication

Multitasking

Team player

Proactive

Education

Bachelor's Degree preferred

Some college education

Job description

Aspiriant, a leading wealth management firm, seeks a detail-oriented Administrative Assistant in Austin, TX. The role combines administrative tasks with client service responsibilities to support the Client Service Operations team.

The ideal candidate will have 2–5 years of office admin experience, strong organizational and communication skills, and the ability to handle multiple tasks with discretion.