Administrative Assistant

Workway, Inc.•McKinney, TX

9d•Onsite

About The Position

Succession Financial is seeking an organized, detail-oriented Administrative Assistant to support our financial advisory team and provide exceptional service to clients. Our firm helps individuals and families plan for their financial future through investment management, retirement planning, tax planning, and other comprehensive financial planning services. The ideal candidate has previous administrative or client service experience with a wealth management, investment advisory, or financial planning firm. This position supports daily office operations, advisor calendars, client correspondence, account paperwork, and tax-related administrative activities.

Requirements

Previous administrative or client service experience within a wealth management, registered investment advisory (RIA), or financial planning firm.
Experience supporting tax-related workflows, including organizing tax documents and assisting with tax preparation or filing processes.
Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
Strong calendar management, organizational, and follow-up skills.
Excellent written and verbal communication skills, with the ability to prepare polished and professional client correspondence.
Strong attention to detail and the ability to manage multiple priorities and deadlines effectively.
Professionalism, discretion, and sound judgment when handling confidential client information.
Ability to work on-site 25–30 hours per week.

Nice To Haves

Experience using Fidelity advisor or custodial platforms and processing related account paperwork.
Experience with tax preparation software and electronic tax filing.
Familiarity with financial services CRM systems.
Series 65 license is a plus.

Responsibilities

Manage advisor calendars, schedule client appointments, and coordinate meetings and follow-up activities.
Prepare, proofread, and format client correspondence, emails, letters, and meeting materials.
Serve as a professional and welcoming point of contact for clients by phone, email, and in person.
Maintain accurate client records, electronic files, and confidential financial documents.
Assist with client onboarding, account forms, document collection, and tracking of outstanding paperwork.
Support account administration through Fidelity, including coordinating paperwork and following up on service requests under the direction of the advisory team.
Assist with tax support activities, including collecting and organizing tax documents, tracking deadlines, and following up with clients for missing information.
Assist with tax return preparation and electronic filing workflows as assigned and under the direction of the responsible tax professional.
Coordinate communications among clients, advisors, and tax professionals to ensure requests are handled efficiently and kept on track.
Prepare documents, spreadsheets, and reports using Microsoft Office.
Provide general office support, including scanning, filing, mail processing, and maintaining office supplies.