Tyler, Texas Full-Time | Starting at $18.00 per Hour Join Our Team We are a established and growing East Texas financial services firm specializing in retirement planning, wealth management, and insurance. We are seeking an exceptionally organized, personable, and motivated individual to join our team in a position that combines executive administrative support, client services, and financial services operations. The ideal candidate is someone who takes ownership of their responsibilities, anticipates needs, pays attention to details, and genuinely enjoys helping people. We value professionalism, integrity, initiative, and a commitment to excellence. If you are dependable, eager to learn, and enjoy making a meaningful difference in a professional environment, we would like to hear from you. Position Responsibilities Executive & Office Administration Manage executive calendars, coordinate and confirm client appointments, and help keep daily priorities and schedules on track. Answer incoming calls, greet clients, and provide a welcoming, professional office experience. Support financial advisors and administrative staff with case preparation, meeting materials, and daily operations. Maintain organized client records, including filing, scanning, and electronic document management. Assist with special projects and other administrative responsibilities as needed. Financial Services & Client Support Assist with preparing, submitting, and tracking annuity and insurance applications. Coordinate suitability documentation and application requirements under advisor supervision. Communicate with insurance carriers and financial institutions to verify receipt of paperwork, monitor processing, and resolve outstanding administrative requirements. Follow applications through completion, ensuring timely communication and attention to detail. Assist with renewals, client correspondence, and ongoing service requests. Marketing, Events & Travel Assist with managing the company's Facebook page and other social media activities. Help organize, coordinate, and attend approximately two client educational workshops each month. Travel periodically to our satellite offices in Longview and Athens, Texas. Support client events, company initiatives, and related administrative activities. Who We're Looking For We are looking for an individual who demonstrates:

Professionalism:

A friendly, polished presence and excellent communication skills.

Organization:

Exceptional attention to detail, time management, and the ability to manage multiple priorities.

Initiative:

The ability to recognize what needs to be done and take action without constant direction.

Accountability:

Dependability, accuracy, and a commitment to following tasks through to completion.

Integrity:

Sound judgment, discretion, and the ability to safeguard confidential client information.

Adaptability:

Strong computer skills, problem-solving ability, and a willingness to learn new processes and technology.

Teamwork:

A positive attitude, strong work ethic, and genuine desire to help colleagues and clients succeed. Previous experience in financial services, banking, insurance, or professional office administration is preferred but not required . We are willing to train the right person. We believe character, attitude, intelligence, and work ethic are just as important as previous experience. Reliable transportation and availability for occasional work-related travel are required. What We Offer Starting pay of $18.00 per hour Full-time employment A professional, supportive, and team-oriented work environment Hands-on training and opportunities to develop valuable financial services experience Opportunities for increased responsibility and professional advancement A meaningful role within an established and growing East Texas firm Ready to Join Our Team? If you take pride in your work, enjoy helping people, and are looking for an opportunity to build a rewarding career, we encourage you to apply. Please email your résumé and a brief introduction explaining why you would be a great fit for our team. Tyler, Texas Building Relationships. Protecting Futures. Serving Families.

Pay:

From $18.00 per hour Expected hours: 37.0 - 44.0 per week

Work Location:

In person