Job Description
Location: The Woodlands, Texas Avion Wealth is a boutique wealth management firm dedicated to empowering high-net-worth individuals to achieve financial confidence and security. With an unwavering commitment to excellence, our growth-oriented firm has consistently averaged 25% annual growth. We cater to affluent clients by delivering a comprehensive strategy encompassing investment consulting, advanced planning, and expert relationship management.
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Position Overview We are seeking a highly organized and detail-oriented
Client Administrative Assistant to join our collaborative team. This role is integral to enhancing the client experience by providing exceptional operational and administrative support to our Financial Advisors. You will work in a dynamic environment where precision, professionalism, and client satisfaction are paramount.
Salary & Benefits - Competitive salary: $55,000$60,000, commensurate with experience
- Comprehensive benefits package: health insurance, 401(k), profit sharing, and performance-based bonuses
Key Responsibilities - Support Advisors and Relationship Managers with daily operations, tasks, and projects
- Schedule and coordinate in-person meetings and virtual conferences
- Manage tasks within client relationship management software
- Document and execute workflows, including meeting notes and database updates
- Process fund requests, account applications, transfers, and other client/account-related needs
- Address client inquiries with professionalism and efficiency
- Contribute to a team-oriented environment by embracing various responsibilities as needed
Qualifications & Experience - Education: Bachelor's degree preferred, or equivalent experience in a professional services or financial setting
- Experience:
- Minimum 3 years in an administrative support role, preferably in financial services or wealth management
- Familiarity with client relationship management (CRM) software
- Proven experience managing client-facing tasks with a high level of accuracy and professionalism
- Experience working with high-net-worth or luxury clientele preferred
- Skills:
- Strong organizational and time management abilities
- Exceptional written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Ability to learn and follow established systems, processes, and workflows
- Personal Attributes:
- Perpetual positivity and a can-do attitude
- High attention to detail and commitment to excellence
- Strong problem-solving skills and resourcefulness
- Dependability and a team-first mindset
Why Join Avion Wealth?- Experience a culture rooted in professionalism, trust, and collaboration
- Work with a highly credentialed and experienced team dedicated to client success
- Contribute to a firm that values your input and supports your professional growth
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