Job description

Seeking a talented administrator with experience in the financial, banking, investment, insurance, or a similar industry.

Senior Tax Advisors (www.SeniorTaxAdvisors.com) is the fastest-growing wealth management firm in Austin, Texas. If you are underpaid, overworked, and underappreciated, we want you to join us at our main office in Cedar Park, TX.

Your principal area of responsibility will be in the processing, accuracy, and coordination of client financial paperwork (both actual paper and digital equivalent). You'll check, track, and process new insurance and investment paperwork and ensure smooth onboarding of new clients, comfortably communicating with customers and visitors and flawlessly handling confidential and critical details and documentation.

Senior Tax Advisor is where the right person can THRIVE, where you'll be appreciated - and as the company grows, so will your role and compensation!

RESPONSIBILITIES

• Manage and Process Investment and Insurance Paperwork
• Perform other administrative tasks as needed
• Respond to emails and document requests

REQUIREMENTS

• Bachelor’s degree and/or 2–3 years equivalent experience
• Proficient in Microsoft Office Suite
• Experience in managing multiple priorities, administrative coordination, and logistics
• Well-organized, detail-oriented, and able to multitask with excellent follow-up skills
• Strong written and verbal communication skills
• Experience with financial paperwork and processes is a major plus!

Job Type: Full-time

Pay: $65,535.71 - $81,145.58 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cedar Park, TX 78613: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial Industry Administrative (Required)

Work Location: In person

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