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Administrative Assistant

Houston, TX 77056

Posted: 10/01/2025 Employment Type: Direct Hire Job Function: Administrative Job Number: 24565 Pay: $70,000-$80,000 Remote / Hybrid Jobs: Hybrid

Job Description

A well-established investment firm is seeking an Administrative Assistant to join their tenured team. This position will work alongside the other Administrative Assistants in supporting three Senior Partners, portfolio managers and analysts.
                               
Salary + Additional Benefits:
  • $70,000-$80,000 DOE
  • Bonus eligible
  • Medical, Dental, Vision, Life Insurance
  • 401K – with profit sharing

Location: Houston, TX 77056 – Hybrid (after training)
Type of Position: Direct Hire

Responsibilities:
  • Provide general administrative support to Senior Partners
  • Answering phones, managing incoming/outgoing mail, coordinating with building management
  • Preparing client portfolio presentations and reports using internal tools like Axys
  • Working with custodians (primarily Fidelity, occasionally Schwab) to:
  • Process wires, distributions, and RMDs
  • Set up new accounts
  • Handle ongoing client account transactions (withdrawals, deposits, tax payments)
  • Assisting in the preparation and distribution of quarterly client statements
  • Managing documents related to investment strategies (e.g., subscription forms, K-1 coordination with accountants)
  • Using a range of software including Outlook, Teams, RingCentral, Salesforce, DocuSign, PowerPoint, Word

Requirements:
  • 10+ years of administrative assistant experience within a professional services environment.
  • Experience working in financial services, investment banking, or similar industry required
  • Excellent written and verbal communication skills.
  • Ability to communicate professionally with clients.
  • A team player who enjoys working collaboratively and is open to learning new processes
  • Able to work independently and stay focused in a quiet but fast-paced environment
  • Comfortable with technology and willing to learn industry-specific tools
#LI-DNI
 

Meet Your Recruiter

Lindsey Rodriguez
Senior Search Director - Murray Professional

Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.

 

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