Magnolia Wealth Administrative Assistant Spring, TX · Full time Company website
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Magnolia Wealth is seeking a highly organized and dependable Administrative Assistant to support the day-to-day operations of our growing financial advisory firm. This role is ideal for someone who thrives on organization, enjoys keeping everything running smoothly behind the scenes, and takes pride in making sure every detail is handled. You'll assist with paperwork, DocuSign processing, organizing files, maintaining office inventory, preparing meeting rooms for clients, and supporting our advisors and operations team with a variety of administrative tasks. Every day is a little different, making this a great opportunity for someone who enjoys wearing many hats in a collaborative, fast-paced environment.

About Magnolia Wealth

Magnolia Wealth is a growing financial advisory firm dedicated to providing exceptional service and building meaningful client relationships. We’re seeking a professional, organized, and personable in-office administrative assistant to support our team and help keep daily operations running smoothly.

Description

Responsibilities

  • Prepare and process client paperwork with accuracy and attention to detail.
  • Organize, track, and maintain client documents using DocuSign and internal systems.
  • Prepare conference rooms before client meetings and ensure they are clean, organized, and welcoming.
  • Keep the office fully stocked with snacks, beverages, office supplies, and other essentials.
  • Maintain an organized, clean, and professional office environment.
  • Assist with filing, scanning, copying, mail, and other administrative tasks.
  • Support advisors and the operations team with projects and day-to-day administrative needs.
  • Jump in wherever needed to help keep the office running efficiently.


Requirements

  • Minimum education: High school diploma or equivalent (required).
  • Proficiency with Microsoft Outlook and Microsoft Office.
  • Strong organizational skills with exceptional attention to detail.
  • Excellent phone etiquette, communication skills, and professionalism.
  • Quick learner with DocuSign or similar electronic signature platforms.
  • Prior experience working in an office environment.
  • Reliable transportation and ability to work in-office full-time.
  • Experience in a financial firm is preferred but not required.


Skills & Attributes

  • Highly organized and detail-oriented.
  • Ability to multitask in a fast-paced environment.
  • Friendly, professional, and client-focused demeanor.
  • Comfortable learning new software and technology.
  • Dependable, adaptable, and willing to help wherever needed.


Compensation

  • Hourly rate is based on experience and reflects both industry background and technical skill level.


Benefits

  • Paid Time Off (PTO)
  • Health, vision, and dental insurance
  • 401(k) retirement plan
  • Paid holidays


Why Join Us

  • Be part of a collaborative, supportive, and professional team environment.
  • Gain hands-on experience in the financial services industry.
  • Opportunity for increased responsibilities and growth over time.


Salary

$18 - $20 per hour

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