Job Description

The Administrative Assistant will play a critical role in supporting the Financial Advisory practice. This position encompasses client service, client onboarding, and supporting the office management and administration. The ideal candidate will possess exceptional organizational skills, a keen eye for detail, and the ability to work efficiently in a fast-paced team

environment.

Experience requirements are 3+ years in a similar support role, ideally within a financial planning practice or parallel professional service industry i.e Attorney Group, Doctors Group, CPA Practice.

Key Responsibilities Client Service

• Client Communication : Act as the first point of contact for clients, addressing inquiries via phone, email, and in- person meetings.
• Client Relationship Management : Assist in maintaining and enhancing client relationships through regular communication and personalized service.

Client Onboarding

• Initial Consultation Preparation : Gather necessary information and documents from new clients prior to their initial consultation.
• Account Setup : Assist clients in completing necessary paperwork and setting up new accounts.
• Data Entry : Accurately input client data into the CRM system and client review system.
• Welcome Packages : Prepare and send welcome packages to new clients, including introductory materials and relevant forms.

Office Management and Administration

• Office Calendar: Weekly coordination of office and client meeting calendar
• Office Equipment: Tracking inventory of key materials i.e office supplies, client intro packet materials, and client service materials.
• Incoming and Outgoing Mail: Organizing incoming mail and coordinating outgoing mail.
• General Administration: Organizing client files, maintaining office lobby and kitchen space, assisting with coordination of client events.

Compensation and Schedule

• Pay: Salary and Bonus

Benefits:

• Health insurance reimbursement
• Paid time off

Schedule: Full Time in Office – Dallas Mockingbird Station

Vista Wealth Partners is not owned or operated by Equitable Advisors or Equitable Network. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC. Equal opportunity employer. M/F/D/V. AGE- 7888337.1(4/25)(Exp.4/29)

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