What are the responsibilities and job description for the Office Administrator position at Search Services?
ABOUT OUR CLIENT
Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm partners closely with clients to provide guidance in retirement planning, wealth management, and financial decision-making. The culture is collaborative, client-focused, and built on professionalism, trust, and exceptional service. Team members have the opportunity to make a meaningful impact, contribute ideas, build strong relationships, and grow professionally within the financial services industry.
ABOUT THE ROL
EOur Client is seeking an Office Administrator to provide administrative, operational, and client service support to advisors and staff. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment. This is an in-office position located in Houston, Texas
RESPONSIBILITIES
- Provide ongoing administrative and service support to advisors and staff, including mail processing, scanning, faxing, and filingGreet visitors and maintain a professional front-office experience
- Answer incoming calls and route inquiries appropriately
- Schedule appointments and manage the office calendar
- Coordinate and prepare materials for client meetings
- Send routine client correspondence as directed
- Maintain and update client information within the CRM and relationship management system
- Process incoming check deposits and money movement requests as delegated by senior team members
- Support onboarding activities for new partners as directed
- Track and coordinate insurance licensing requirements across multiple states
- Prepare internal reports for advisors and leadership
- Provide departmental and project support as needed
- Manage office supplies and coordinate facility maintenance needs
- Maintain a professional, organized, and client-focused office environment
QUALIFICATIONS
- Experience in an office administration, administrative assistant, client service, or similar support role required
- Professional demeanor and strong customer service orientation
- Excellent organizational skills and attention to detail
- Strong follow-up and task management abilities
- Ability to prioritize multiple responsibilities while maintaining accuracy
- Effective verbal and written communication skills
- Resourceful, proactive, and self-motivated work style
- Strong sense of ownership and accountability
- Positive attitude and collaborative approach
- Experience using CRM systems preferred
- Proficiency with Microsoft Office Suite
- Comfort learning and using technology platforms and business applications
PREFERRED QUALIFICATIONS
- Exposure to financial services concepts including investments, retirement accounts, annuities, and insurance
- Experience supporting financial advisors, wealth management professionals, or financial services organizations
- Knowledge of client relationship management systems used within financial services environments