Overview
Administrative Support Specialist Jobs in Abilene, TX at William Madison Advisors
Administrative Support Specialist
About Us
William Madison Advisors is a wealth management firm committed to providing personalized and comprehensive financial solutions to individuals, families, and businesses. Our firm is founded around five core values: Empathy, Excellence, Integrity, Ministry, and Simplicity.
Job Description
The Administrative Support Specialist at William Madison Advisors is a friendly and dependable professional who supports both our clients and our team. This role is responsible for maintaining daily office operations, coordinating administrative functions, and fostering strong client relationships to ensure a smooth and professional experience for everyone we serve.
Primary Responsibilities
- Serve as the first point of contact for clients, ensuring warm, professional service.
- Oversee daily office operations, including supplies, mail, phones, scheduling, and vendor relationships.
- Assist with financial planning, tax, and compliance-related tasks while maintaining accurate client records in CRM systems.
- Maintain and enhance client relationships, and provide ongoing client service by responding to client inquiries, addressing concerns, and serving as a liaison between advisors and clients.
Qualifications
- A genuine passion for providing exceptional service to clients.
- Strong organizational and multitasking skills with keen attention to detail and accuracy.
- Exceptional written, verbal, and interpersonal communication skills.
- Ability to work both independently and collaboratively in a team-oriented environment.
- Bachelor’s degree preferred, particularly in business or a related field.
- Experience preferred, particularly in the financial services industry.
- High level of discretion and professionalism with confidential information.
- Proficiency in Microsoft Office Suite (Word, Excel, and Outlook) and a willingness to learn relevant technology systems.
Pay: From $50,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
Education:
- Bachelor’s (Preferred)
Experience:
- Administrative: 1 year (Preferred)
Language:
- English (Required)
Location:
- Abilene, TX 79606 (Preferred)
Work Location: In person
Title: Administrative Support Specialist
Company: William Madison Advisors
Location: Abilene, TX
