Administrative Assistant

Brief Description

I. Mission

United Capital is seeking an experienced Administrative Assistant to join our team in The Woodlands, TX. This is an in-office/Hybrid position supporting the operational and client service needs of a high-performing financial advisory practice.

The ideal candidate will bring strong communication skills, exceptional organizational abilities, and a proactive mindset. Prior experience in the financial services industry is preferred, particularly in a client-facing or administrative capacity. This role is best suited for someone who thrives in a fast-paced, professional environment and is comfortable taking ownership of day-to-day operations.

II. Key Responsibilities

• Maintain and manage client files, ensuring accuracy, organization, and compliance.
• Provide administrative support for client events and marketing efforts.
• Handle ordering of office supplies, meals, gifts, and managing all outgoing/incoming mail.
• Coordinate all client and prospect meeting scheduling, confirmations, and follow-ups.
• Track and communicate the receipt of client checks and paperwork.
• Maintain and update CRM records (Salesforce) with accurate contact and activity information.
• Serve as the go-to resource for office equipment and systems support.
• Act as liaison with building management and external vendors.
• Maintain compliance-related documentation and communication logs.
• Provide calendar management and administrative support for the Managing Director.
• Assist with meeting preparation for Wealth Advisors, Relationship Managers, and other team members.
• Work independently and collaboratively on both ongoing and one-time projects.
  
  

III. Qualifications & Requirements

Education & Experience:

• High School Diploma required; Associate’s or Bachelor’s degree preferred.
• Minimum of 3 years of front office or administrative experience.
• Previous experience in the financial services industry is preferred.
• Familiarity with handling confidential documents and client-sensitive data.
  
  

Skills & Attributes

• Strong interpersonal skills and professional demeanor.
• Clear and effective written and verbal communication skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Experience with CRM systems such as Salesforce preferred.
• Highly organized with excellent time management and attention to detail.
• Confident, dependable, and solutions-oriented with a positive attitude.
  
  

Join United Capital and support a team dedicated to client success, integrity, and growth. If you have a strong administrative background and a passion for the financial services industry, we encourage you to apply.

Summary

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

Must be legally authorized to work in the United States without sponsorship for employment visa status.