The ideal candidate for our team is a self-starter, analytical, and dedicated to providing high-quality customer service to our clients. As Firm Administrator you play a pivotal role within our organization, being the initial point of contact for clients and creating a welcoming atmosphere in our office. Your primary responsibility is to build strong relationships with our clients, anticipating their needs and proactively addressing any issues that may arise. Through close collaboration with our team, you are instrumental in guiding our clients towards achieving their financial goals.

At The Morrison Firm, we foster a positive work environment characterized by dedicated and experienced staff, providing ample opportunities for professional development. We offer a competitive salary and comprehensive benefits package, ensuring a rewarding and fulfilling career with us.

Client Responsibilities Include:

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Actively listen for situations in the clients’ lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events
• Proactively communicate with clients and referral partners
• Assist flow of information to and from the Firm

Other Responsibilities include:

• Keep the office neat and tidy inside and out to ensure a comfortable environment for staff and guests.
• Manage calendars and make appointments.
• Proofread various reports and forms.
• Assemble informational packets.
• Prepare for meetings including drafting agendas.
• Prepare correspondence.
• Manage client, referral partner and vendor lists.
• Other administrative duties
• Attracting and retaining clients

The Right Candidate will:

• Deepen and broaden client relationships on a professional level.
• Identify opportunities to create efficiency.
• Work independently and proactively.
• Manage multiple priorities in a deadline driven environment.
• Be proficient in modern office technology (Office 365, etc)
• Willing to learn how financial services/markets work.
• Have a service-oriented attitude with a professional demeanor.
• Possess strong verbal and written communication skills.
• Meticulous and organized.
• Open-minded and flexible.
• Prominent level of integrity.

Job Type: Full-time

Reports to: COO/ Chief Operating Officer

Direct Reports: none

Compensation: Salary BOE bonus potential

Benefits:

• 401k with company match
• 100% paid employee health insurance
• Work life balance.
• Personal time off
• Paid holidays
• Continuing professional education
• Bonus Programs

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Referral program

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Executive administrative support: 3 years (Required)
• QuickBooks: 3 years (Required)
• Office management: 3 years (Required)

Language:

• English (Required)

Ability to Relocate:

• Tyler, TX: Relocate before starting work (Required)

Work Location: In person