Administrative Support Specialist

4 weeks ago


San Antonio, Texas, United States Advisor Employee Services Full time
Executive Assistant Opportunity

We are seeking a highly organized and self-sufficient individual to support our fast-paced business owner in San Antonio, TX. As an Executive Assistant at Stone Oak Wealth Management, you will play a key role in assisting us in our mission of helping clients achieve their financial goals.

This is a chance to transition into a Registered Client Service Associate (CSA) role and develop your skills in a dynamic and growing organization. The ideal candidate will possess excellent communication and time management skills, with the ability to prioritize projects and provide outstanding customer service.

Responsibilities:
  • Schedule client meetings and coordinate firm events
  • Answer phones and greet clients at the front door
  • Order office supplies and maintain databases
  • Prepare reports and presentations, and learn the CSA roles and responsibilities
  • Support the team with various industry-specific tasks

Benefits:
  • Flexible paid time off to enjoy time with family and friends
  • Contribute to our Roth 401(k) and enjoy a 3% company match
  • Access to a group health insurance plan, and 100% coverage for employee-only dental and vision insurance
  • Free onsite gym and flexible paid time off for wellness
  • Support for charitable causes and flexible paid time-off to volunteer
  • Free parking garage on-site and support for educational growth

Requirements:
  • Associates Degree
  • 2+ years of Executive Assistant experience in a busy office
  • Intermediate to advanced skills with MS Office Suite
  • Advanced Skills calendaring and experience with CRM systems

Hours:
  • Monday - Friday: 8:00 am - 5:00 pm

Presented by Advisor Employee Services

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