Client Administrative Assistant
Client Administrative Assistant (CAA)
Avion Wealth is a boutique wealth management firm located in The Woodlands, Texas. Avion is a growth-oriented firm, consistently averaging about 25% annual growth. As a company that caters to affluent clients, we help them achieve their financial goals through investment consulting, advanced planning, and expert relationship management. Our systematic processes allow us to integrate all elements of this comprehensive strategy and provide the highest quality of service to our valued clients.
For more information about our firm, please visit our company website: www.avionwealth.com
The Client Administrative Assistant enhances the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Learn operations and prepare for client meetings to assist Advisors. Clerical duties such as: answering telephones, scheduling, mailing, filing and processing forms.
Responsibilities:
Qualifications:
Essential Skills and Characteristics:
Salary and Benefits:
The salary range for this position will be $45,000-$55,000 based on experience. We offer benefits of health insurance, 401K, profit share, and bonus.
Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.