Wealth Management Admin Coordinator (In-Office, Houston)

Perelson; Houston (TX); On-site; USD 27,000 - 39,000; Full time

Job summary

PrincePerelson & Associates is partnering with a leading wealth management firm to hire an Administrative Support Specialist for its Private Wealth Management team in Houston, TX. This in-office role suits someone organized, professional, and eager to support high-performing advisor teams.

You will support daily administrative tasks, manage correspondence and tax documents, coordinate travel and expense reports, and maintain calendars.

Qualifications

• Proficiency in Word, Excel, PowerPoint, and Outlook required.
• Bachelor's degree preferred but not required.
• Minimum 2 years of experience in a professional corporate setting; recent graduates encouraged to apply.
• Strong written and verbal communication skills.
• Comfortable multitasking in a fast-paced, team-oriented environment.
• Professional presence and business attire expected.
• Sound judgment, discretion, and a high level of integrity.
• Team player who thrives supporting others behind the scenes.

Responsibilities

• Support advisor and executive teams with daily administrative and operational needs.
• Manage incoming and outgoing correspondence, including handling of checks, tax documents, and secure filing.
• Coordinate travel arrangements and process expense reports for multiple team members.
• Maintain calendars, schedule meetings, and provide phone coverage as needed.
• Plan and coordinate office events, including recruiting activities, internal gatherings, and client events.
• Handle day-to-day office logistics such as booking conference rooms, catering, printing, and visitor coordination.
• Support client-servicing efforts with a focus on responsiveness and operational excellence.

Education

Bachelor's degree preferred but not required

Tools

Word

Excel

PowerPoint

Outlook

Job description

PrincePerelson & Associates is partnering with a leading wealth management firm to hire an Administrative Support Specialist for its Private Wealth Management team in Houston, TX. This in-office role suits someone organized, professional, and eager to support high-performing advisor teams.

You will support daily administrative tasks, manage correspondence and tax documents, coordinate travel and expense reports, and maintain calendars.