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3 results for Office Services Associate in Houston, TX

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-07-15T00:00:00Z

Office Manager

Liberty, TX
onsite
Temporary to Hire
25 - 25 USD / Hourly
We're seeking an Office Manager to support daily office operations in Liberty, TX (77575). This role includes office administration, scheduling, recordkeeping, bookkeeping support, HR support, and assisting the team with day-to-day needs. The ideal candidate is organized, detail-oriented, and able to manage multiple responsibilities in a fast-paced environment. Responsibilities:• Direct daily administrative activities to keep the office operating efficiently and professionally• Manage inventory of workplace materials, place supply orders, and maintain appropriate stock levels• Coordinate calendars, meetings, and routine office communications to support team productivity• Assist with payroll-related documentation, maintain employee files, and provide general HR administrative support• Process invoices, support accounts payable activities, and prepare routine reports for internal use• Perform basic bookkeeping duties, including data entry and record maintenance using tools such as QuickBooks or similar systems• Welcome visitors, answer incoming calls, and handle front-desk responsibilities with professionalism• Provide administrative assistance to departments such as Human Resources and Accounting during periods of high workload• Support onboarding logistics and related paperwork for new employees
2026-08-07T00:00:00Z

Administrative Assistant

Pearland, TX
onsite
Temporary to Hire
23 - 23 USD / Hourly
We are looking for a dependable Administrative Assistant to support daily office operations and deliver a welcoming experience for residents and visitors in Pearland, Texas. This Contract to Permanent opportunity is ideal for someone who enjoys balancing front desk responsibilities, customer service, and administrative coordination in a community-focused environment. The right candidate will be organized, attentive, and proactive, with the ability to handle a variety of tasks while maintaining a thorough and helpful approach. Responsibilities: • Welcome residents, guests, and vendors at the front desk while creating a courteous and welcoming first impression. • Respond to incoming phone calls, answer routine questions, and direct inquiries to the appropriate staff members when needed. • Provide day-to-day administrative support by preparing documents, maintaining records, and assisting with general office organization. • Enter and update information accurately in internal systems to help keep resident, billing, and office data current. • Assist with resident concerns or service issues by listening carefully, documenting details, and helping coordinate timely follow-up. • Support billing-related administrative tasks, including reviewing information for accuracy and helping resolve basic account questions. • Monitor office activity and identify potential issues early so they can be addressed before they affect resident service. • Contribute to smooth front office operations by managing multiple priorities and following through on assigned tasks.
2026-08-07T00:00:00Z