Executive Assistant - Financial Services
9 days ago
Houston
Job Description Client Relations & First Impressions Coordinator / Executive Assistant Position Summary The Client Relations & First Impressions Coordinator / Executive Assistant plays a critical role in delivering an exceptional, high-touch client experience at Verde Wealth Group & Wealth Development Strategies. This position is responsible for creating a professional and welcoming first impression for clients, prospects, and strategic partners while providing essential administrative, operational, and facilities support to advisors and staff. The ideal candidate demonstrates discretion, professionalism, and a service-oriented mindset consistent with the trust placed in a financial advisory relationship. Key Responsibilities Client Experience & First Impressions • Serve as the firm's primary point of contact for clients and visitors, ensuring a polished, welcoming, and hospitality-driven experience, • Schedule all meetings and assist with initiating related tasks delegated to responsible team members, • Maintain a professional lobby and reception area that reflects the firm's brand and values, • Assist with compiling presentations for in office and online meetings, • Prepare and manage meeting rooms, beverages, materials, and technology readiness, • Coordinate and oversee client and staff engagement initiatives, including client appreciation events, birthdays, team-building activities, and recognition efforts Phone, Scheduling & Communication Management • Manage all incoming phone calls with professionalism and discretion, • Route calls appropriately, manage call flows, and maintain auto attendant, • Coordinate phone conferences and virtual meetings, including setup and troubleshooting, • Proactively manage calendars, appointment scheduling, confirmations, and reminders for clients and team members, • Monitor advisor emails for urgent client matters while maintaining confidentiality and compliance standards, • Manage advisor out-of-office phone and email settings Advisor & Team Support • Provide proactive administrative and personal support to advisors, including meeting preparation, computer readiness, travel arrangements, and daily office needs, • Support special projects and firm initiatives as assigned Administrative & Client Service Support • Perform daily document scanning and electronic filing, and secure receipt and distribution of client documents, • Maintain accurate and organized digital client files and records across CRM (Wealthbox), Egnyte, and Asana, • Manage CRM and Egnyte contact creation, updates, and data management, data clean-up to ensure accurate client records, • Process faxing, mail handling, shipping, secure file links and bulk mailings (holiday communications, client notifications, email campaigns, etc.), • Support compliance-related administrative processes, Valmark compliance related tasks including but not limited to communication, CE training coordination and scheduling, license renewals and recordkeeping Facilities, Vendor & Office Operations • Oversee office facilities management, including landlord coordination and vendor relationships, • Manage vendors or provide support for phone systems, printers, payment processors, and shred services, • Maintain office equipment, including printers, copiers, and phone systems (paper, toner, meter readings, troubleshooting), • Assist with basic technology troubleshooting and submit service tickets as needed, • Support marketing and/or social media initiatives website updates, advertising submissions, and client communications, • Coordinate registrations for professional organizations, continuing education events, and industry forums (e.g., CFP, VM Member Summitt, AEP, CE programs, etc.) Required Skills & Qualifications • Exceptional interpersonal, verbal, and written communication skills, • Experience in a professional office environment; financial services or wealth management experience is a plus, • Advanced proficiency with Microsoft Office Suite, CRM systems, electronic document management platforms and electronic task management systems., • Strong attention to detail with excellent organizational and follow-up skills, • Ability to manage multiple priorities in a deadline-driven environment, • High level of discretion with a proven ability to maintain confidentiality and data integrity, • Professional demeanor and polished appearance appropriate for a client-facing financial services role, • Self-motivated, dependable, and adaptable with a positive, service-oriented attitude, • Adopt a collaborative approach when working with the team Firm Core Values & Cultural Expectations All team members are expected to consistently demonstrate and uphold the firm's core values in interactions with clients, colleagues, and strategic partners. The Client Relations & First Impressions Coordinator plays a visible and influential role in modeling these values daily. • Unwavering Dedication, • Do the Right Thing, • Collaboration