Job Description

Job Description
Southeast Texas HR is seeking a highly organized and professional Receptionist within our clients' financial advisory practice. Prior financial experience is preferred, with a background in administrative operations or office coordination as a strong foundation. We are looking for someone proactive, detail-oriented, and client-focused who thrives in a dynamic environment and is excited about developing into a trusted client-facing professional over time. The pay will be $18 per hour, Monday-Friday. We are currently accepting applications for this position with an anticipated start date of January 16th, 2026.

About the Company:

Our Client offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals.


Responsibilities:
• Assist in meeting scheduling, reminders, gather and input clients' outside financial data as needed.
• Provide marketing assistance as needed including, coordinating with marketing vendor(s), website operations, client mail/email and client events.
• Assisting all office employees to ensure they have what they need at their workstation to work productively and meet deadlines and company standards.
• Catalog and submit vendor invoices as requested.
• Managing telephone calls and emails from vendors and directing them to relevant staff.
• Monitoring office supplies and ordering new stationery, furniture, appliances, and electronics as required.
• Organizing maintenance companies to keep the office clean, safe, and in good working order.
• Reporting office progress to partners and working with them to improve office operations and procedures.
• Developing, coordinating, and executing marketing campaigns.
• Supporting event planning, including applicable invitations and communication to clients.

Requirements

In order to apply for this job you must meet the following requirements:
• 2 years experience working within a professional office environment.
• 2 years of strong computer skills and knowledge of Microsoft Office products.
• High school diploma or higher.
• Prior financial background preferred.
• Strong written and verbal communication and grammatical skills.
• Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
• Excellent communication with the team via conference/virtual calls, phone, email etc.
• Must be able to pass a pre-employment drug screen and background check.

Job Tags

Hourly pay, Work at office, Monday to Friday,

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