Job Description
Description We are looking for an experienced Sr. Administrative Assistant to provide dependable, high-level support for advisors and internal teams in Houston, Texas. This contract opportunity with permanent potential is ideal for someone who excels in a fast-paced environment, communicates professionally with clients and business partners, and keeps complex administrative work organized and accurate. The role focuses on managing client-related administrative activity, maintaining precise records, and helping ensure service requests are completed in line with established procedures.
Responsibilities:
• Deliver advanced administrative support for client servicing activities and advisor needs, ensuring timely and accurate completion of daily requests.
• Open new accounts and update existing account details across CRM, internal platforms, and custodian systems while maintaining data integrity.
• Coordinate the processing of operational items such as fund transfers, acco...
Responsibilities:
• Deliver advanced administrative support for client servicing activities and advisor needs, ensuring timely and accurate completion of daily requests.
• Open new accounts and update existing account details across CRM, internal platforms, and custodian systems while maintaining data integrity.
• Coordinate the processing of operational items such as fund transfers, acco...