Administrative Assistant

Part-Time Administrative Assistant

Eagle Harbor Financial- Round Rock, TX 

Part-Time: 10-15  hours a week between 11 a.m. and 2 p.m. Monday- Friday

In-Person. This is NOT a Remote Position. $20/Hour

JOB DESCRIPTION:

Eagle Harbor Financial is an independent Wealth Management firm affiliated with 

Cetera Wealth Services, LLC that works with affluent families who want: 

• A financial plan that organizes assets and future income streams
• Confidence that they will be able to retire on their own terms
• Personalized attention to help them grow and protect their wealth

 Duties include, but are not limited, to the following: 

• Provide professional, cordial, and attentive client communication and service via telephone and email
• Maintain organized file systems in accordance with compliance requirements
• Track activities and service requests through a Customer Relationship Management (CRM) platform
• Assist with scheduling appointments 
• Update compliance approved marketing materials as needed
• Draft and send approved mailings as needed
• Maintain office supply inventory and keep office environment attractive

REQUIREMENTS: 

• Eligibility to work in the U.S. with no restrictions
• Pass criminal background check that includes fingerprinting
• Outstanding technology skills including Microsoft 365 
• Exceptional attention to detail and a problem solving mindset to meet deadlines
• Great Customer Service skills when on phone calls and when greeting clients in person
• At least one year of college
• Business casual attire

PREFERRED REQUIREMENTS: 

• Proficient in Excel formulas, pivot tables, and reports 
• Experience working with diverse personalities and abilities of all age groups