Are you a detail-oriented and organized professional looking for a role where you can truly make a difference? Our client invites you to join our team in Houston, Texas, as our dedicated Office Admin. Here, your contributions will be valued, and your career will flourish in a supportive, family-oriented environment. This is an in office role and we are located North Houston past Sam Houston tollway.

Why Us?

A Legacy of Excellence: For over 50 years, We have been a trusted partner for our clients, providing top-notch tax preparation, bookkeeping, wealth management, and financial consulting services. Our long-standing reputation is built on a foundation of trust, integrity, and exceptional client service.

Family-Owned Values: We are a small, family-owned firm that believes in the importance of balance. We know that a happy team is a productive team. That's why we prioritize a healthy work-life balance, ensuring our employees have the time and energy to enjoy life outside the office.

Welcoming and Supportive Environment: As an Office Admin, you will be at the heart of our operations. Your role is crucial in maintaining the smooth running of our office, and we recognize and appreciate the importance of what you do. You'll be surrounded by a friendly, collaborative team that values your contributions and supports your professional growth.

Your Path to Impact and Growth: As our Office Admin, you will:

• Be the first point of contact for clients and visitors, creating a welcoming and professional atmosphere.
• Manage daily office operations, including scheduling, correspondence, and supply management.
• Assist with bookkeeping tasks and maintain accurate records.
• Support our team with administrative tasks, ensuring efficiency and organization.
• Play a key role in coordinating company events and meetings.

Specific responsibilities:

• Preparation of agendas, reports, presentations, and other materials to prepare for client meetings and other business activities
• Prepare bulk mailings and client outreach
• Organize and maintain client files
• Provide exceptional customer service and bring positive energy to the work environment
• Ensure accuracy and quality control of all work product
• Accept payments, help maintain A/R Records, and aid in the billing process
• Maintain confidentiality with personal and sensitive data

Why This Opportunity is Unique:

Career Development: This role offers a fantastic opportunity to grow within our firm. As the backbone of our office operations, you'll gain valuable experience and have the chance to take on increasing responsibilities over time.

Make an Impact: Your organizational skills and attention to detail will directly contribute to the efficiency and success of our firm. You'll be a vital part of our team, ensuring that everything runs smoothly and that our clients receive the best service possible.

Work-Life Balance: We understand the importance of your personal time. Our firm offers manageable working hours and a supportive environment, so you can thrive both professionally and personally.

Competitive Compensation and Benefits:

• Health Insurance: Comprehensive medical, dental, and vision insurance to keep you and your family healthy.
• 401(k) with Match: Plan for your future with our generous retirement plan.
• Paid Time Off and Holidays: Enjoy ample time off to recharge and spend with loved ones.
• Annual Bonus: Receive a discretionary yearly bonus based on your performance and the success of our team.

Join Us Today!

If you are an organized, proactive professional with a passion for administration and a desire to work in a supportive, family-oriented environment, we would love to hear from you. Take the next step in your career and become a vital part of a team that values your contributions.