At Empower Wealth & Tax , we transcend the traditional boundaries of a financial firm. As innovators, leaders, and trusted partners, we empower independent financial advisors across the country.
We are a rapidly growing financial planning firm seeking a talented, professional, and motivated Office Administrator to join our team.
This is a great opportunity for someone ready to make a meaningful impact in a dynamic wealth management environment. We offer competitive compensation, growth opportunities, and a positive work environment in the scenic community of Cedar Park, Texas .
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!
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