What are the responsibilities and job description for the Office Administrator position at Provident Financial Planning?
Company Description
Provident Financial Planning is a faith-based wealth management and advisory firm serving families, businesses, and non-profit organizations with integrity and excellence. Our professionals integrate investment management, tax strategy, estate planning, and philanthropic giving to help clients steward resources with wisdom and impact.
Role Description
We are seeking a highly organized, proactive, and detail-oriented Office Administrator to join our growing team in Plano. This role is central to keeping the office running smoothly, supporting client service, and assisting leadership in day-to-day operations. The ideal candidate thrives in a professional environment, enjoys problem-solving, and brings both warmth and efficiency to every task.
Key Responsibilities
- Manage calendars, appointments, and scheduling for leadership
- Coordinate client paperwork, compliance documentation, and file management
- Oversee office operations including supplies, mail, and technology needs
- Support event planning, seminars, and client meetings
- Collaborate with the leadership team on special projects, marketing efforts, and client communications
- Serve as the first point of contact for clients, vendors, and visitors – welcoming all with professionalism and hospitality