About us

Rob Schulz founded our wealth management firm to ensure no family would experience what his did when his father died unexpectedly: the exit of a business owner before financial plans have been made. His passion for safeguarding the future of families like his is at the core of why our entire team does this work.

We’ve helped hundreds of business owners take control of their financial future, acting as their personal financial guides so they have the peace of mind that their family and their future is protected. Our door is always open, and we aren’t beholden to corporate agendas or quotas – we can focus completely on you and your best interests.

**Job Summary:**

We are seeking a detail-oriented and organized Receptionist/Administrative Assistant to join our team. The ideal candidate will provide administrative support, handle reception duties, and assist in various office tasks.

**Responsibilities:**

- Greet and assist visitors in a professional and friendly manner

- Manage incoming and outgoing mail

- Maintain office supplies inventory and place orders when necessary

- Assist in scheduling appointments and meetings

- Perform basic bookkeeping tasks such as invoicing and data entry

- Support project coordination efforts as needed

**Skills:**

- Proficiency in computer applications including Google Docs and Sheets

- Strong organizational skills with the ability to prioritize tasks effectively

- Excellent communication skills, both written and verbal

- Previous experience in office management or administrative support roles is a plus

- Knowledge of financial services or experience in customer support is beneficial

This position offers the opportunity to work in a dynamic environment where you can develop your administrative skills while contributing to the smooth operation of the office. If you are a proactive individual with a passion for providing exceptional administrative support, we encourage you to apply for this role.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 37.5 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Mansfield, TX 76063 (Required)

Ability to Relocate:

• Mansfield, TX 76063: Relocate before starting work (Required)

Work Location: In person