Location
The Woodlands
Job Type
Full-time
Posted
July 15, 2026
Job Description
**Essential Duties and Responsibilities**
+ Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Opens new client accounts, process money movement, and researches information as needed
+ Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
+ Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
+ Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software
+ Actively engages in available training/cross-training and educational an...
+ Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Opens new client accounts, process money movement, and researches information as needed
+ Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
+ Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
+ Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software
+ Actively engages in available training/cross-training and educational an...
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