Operations & Client Support Administrator

Operations & Client Support Administrator

Full-Time | In-Office | $55,000–$75,000

We are a boutique financial services firm serving high net worth business owners. We are seeking an experienced Operations & Client Support Administrator to provide internal operational and administrative support so our client-facing team can remain focused on delivering high-touch service.

This is a full-time, in-office role suited for a detail-oriented, dependable professional who is comfortable working in a confidential, high-service environment.

The Ideal Candidate Is:

• Reliable and thorough to see projects through to completion with extreme attention to detail
• A critical thinker who considers what else needs to happen beyond the task in front of them
• Highly organized
• Enthusiastic about learning
• A self-starter who takes pride in their work
• An exceptional listener
• An outstanding proofreader
• A brilliant communicator, in writing, in person and on the phone
• A resourceful problem solver who seeks out solutions independently
• A team player with a great attitude
• Always looking for ways to add value
• Professional, punctual and dependable

Regular Roles to Include:

• Providing Concierge-level client support
• General administrative and clerical tasks including copying, scanning, correspondence, forms, faxing and mail services
• CRM Administration and Maintenance
• Administrative Marketing
• Corresponding with vendors, carriers and support services
• Ensuring communications, transactions and client information are appropriately documented for compliance purposes
• Preparing, utilizing and maintaining documents, files, electronic files, reports, e-mails, records, spreadsheets, presentations and invoices
• Sourcing, researching, analyzing, documenting and providing recommendations on various operations and administrative-related areas
• Taking on as many of the Office Manager's tasks as possible and appropriate
• All other duties as assigned

Qualifications

• 3 Years Prior administrative experience supporting VP or C Level Management in a professional setting is required. Experience in the insurance or financial industry is preferred
• Proficiency in MS Office suite and ability to adapt to and learn new technologies
• CRM Experience is Required
• Proficiency with electronic records and database management
• A desire for growth and willingness to learn in order to take on larger responsibilities
• Discretion to appropriately handle highly confidential information
• Exceptional written and verbal communication skills
• Strong organizational skills and the ability to multi-task
• Ability to prioritize tasks and work independently to realize solutions
• Consummate professionalism in mindset, manner, attire and performance
• Emotional maturity is a must. We require a highly professional work environment

Schedule: Full time, typical office hours M-F

Travel: Minimal, for training purposes

Overtime Status: Exempt

Compensation: $55,000-$75,000; Commensurate with experience

Company Principles

You would make an ideal candidate to join our company if you are willing to commit to the following principles:

• Accountability: See It, Own It, Solve It, Do It
• Become part of the solution
• Respect for others and their feelings
• Act now!
• Ask the question: “What else can I do?”
• Ask the questions: “What coaching do you have for me?” And “What can I do better?”
• Personal ownership and pride
• Reject average
• Show others that you care

The type of person who will be successful and help our company thrive can commit to and live with the principals noted above. Our expectation is that you will take the steps necessary to do what you say you are going to do and be accountable for your actions.

We are not a good fit for you if you feel this level of engagement is not right for you or that you’re not willing or able to participate with us at this level.

We understand that not every person is ready for this level of performance, and we appreciate the honesty of those who decide this is not the right place for them.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

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

Education:

• Bachelor's (Required)

Experience:

• Administrative: 3 years (Required)

Ability to Commute:

• Austin, TX 78746 (Required)

Work Location: In person