At Empower Wealth & Tax, we go beyond the traditional financial firm model. As innovators, leaders, and trusted partners, we support top independent financial advisors across the country.
We are a fast-growing wealth management firm seeking a talented, professional, and motivated Office Administrator to join our dynamic team. This is an exciting opportunity for someone eager to make a significant impact in a thriving financial environment. We offer competitive compensation, opportunities for growth, and a vibrant workplace in the beautiful Horseshoe Bay, Texas community.
Salary for this position: $50,000 - $65,000 (based on experience)
Key Responsibilities:
- Assist Advisors with opening new accounts and completing required documentation for clients.
- Follow up with clients to ensure all action items are completed in a timely manner.
- Manage new annuity applications and facilitate account openings through Fidelity and Schwab.
- Organize and maintain accurate client records, including trade-related documents and financial applications.
- Perform client service-related requests such as check processing, address changes, and wire transfers.
- Provide reports and relevant information to Advisors upon request.
- Identify and escalate any concerns or unusual client activity to the Financial Advisor or Branch Manager.
- Support the administrative needs of the office, including answering phones, processing mailings, and filing documents.
Qualifications:
- Knowledge of administrative processes, including file management and office procedures.
- Basic understanding of the investment brokerage industry and familiarity with regulatory compliance.
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Strong time management skills with the ability to prioritize tasks and meet deadlines.
- Excellent communication and interpersonal skills, with a customer-first mindset.
Join Empower Wealth & Tax and be part of a team that strives for more—more innovation, better service, and different solutions for clients. As an Office Administrator, you'll play a critical role in delivering exceptional support to our Advisors and clients. We look forward to receiving your application!