Administrative Assistant

Position Available: Administrative Assistant

Pentangle Wealth is a growing, independent wealth management and financial planning practice located in Lake Jackson, TX that serves a wide variety of clients, including high net worth individuals. We take pride in delivering high quality service and professional coordination for our clients in a warm, welcoming, and positive environment.

We are seeking a motivated and detail-oriented Administrative Assistant to join our friendly and professional team and to grow with our firm. The Administrative Assistant plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals. This position requires a self-motivated individual with critical-thinking skills, the ability to work under firm deadlines, collaborate and work in a team-driven environment and demonstrate excellent customer service skills.

The ideal candidate will have had previous experience providing service to clients and advisors in a wealth management or financial services firm and possess the following:

Attributes and Qualities

• Exceptional interpersonal skills with an energetic and upbeat attitude
• Excellent attention to detail and accuracy
• Strong language skills, verbal and written
• Independently motivated and persistent
• Passionate about client service and taking as much of the workload from the advisor as possible
• Flexible in a changing environment with effective prioritization and time management skills
• Takes ownership and accountability with a strong work ethic
• Desire to learn new skills and grow
• Honest and Trustworthy

The Administrative Assistant may be assigned a variety of tasks and special projects as needed, including but not limited to the following:

Essential Duties and Responsibilities

• Appointment scheduling, preparing mailings, and other office management and compliance functions
• Answer phone calls and emails and route to appropriate team members as needed
• Prepare client appointment agendas and propose action items for the servicing advisor’s review for the portfolio performance, financial plan update, and tax planning review meetings each year.
• Attend client appointments, write up and assign to do items, and follow through on assignments to completion
• Send a summary of each appointment to the client listing the actions to be taken by our team and by the client at the end of each appointment
• Keep the information in our technology systems up to date

Skills Required

Computer and systems competency with skills including:

• Researching and communicating using web applications
• Proficiency with Microsoft Office Suite, CRM, etc.
• Knowledge or willingness to learn industry standard applications such as Redtail, DocuSign, etc.
• Ability to work both independently and collaboratively as needed.
• Ability to provide outstanding service and relate well to people of all backgrounds.
• Ability to manage multiple concurrent responsibilities, prioritize tasks, meet deadlines and be accurate.

Qualifications:

• High School Graduate and above
• 3 years of experience in wealth management, financial services or related experience is preferred
• Prior experience in an Investment Advisory firm is a plus.
• Preferably live within a 20 mile radius of the office

All final candidates must pass a background/credit check and provide proof of eligibility to work in the United States. The Securities and Exchange Commission (SEC) requires a fingerprint card be filed in the event you are offered and accept employment. This position requires adherence to an extremely strict confidentiality policy.

Please email (or submit) a cover letter explaining specifically why you are interested and would be a good fit for this position, along with your resume. Please use the following subject line with your email/submission: “Administrative Assistant – Pentangle Wealth”. Please send all applications to info@pentanglewealth.com