Financial Receptionist at Southeast Texas HR

Southeast Texas HR is seeking a highly organized and professional Receptionist within our clients' financial advisory practice. Prior financial experience is preferred, with a background in administrative operations or office coordination as a strong foundation. We are looking for someone proactive, detail-oriented, and client-focused who thrives in a dynamic environment and is excited about developing into a trusted client-facing professional over time. The pay will be $18 per hour, Monday-Friday. We are currently accepting applications for this position with an anticipated start date of January 16th, 2026.

About the Company:

Our Client offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals.

Responsibilities:

● Assist in meeting scheduling, reminders, gather and input clients’ outside financial data as needed.

● Provide marketing assistance as needed including, coordinating with marketing vendor(s), website operations, client mail/email and client events.

● Assisting all office employees to ensure they have what they need at their workstation to work productively and meet deadlines and company standards.

● Catalog and submit vendor invoices as requested.

● Managing telephone calls and emails from vendors and directing them to relevant staff.

● Monitoring office supplies and ordering new stationery, furniture, appliances, and electronics as required.

● Organizing maintenance companies to keep the office clean, safe, and in good working order.

● Reporting office progress to partners and working with them to improve office operations and procedures.

● Developing, coordinating, and executing marketing campaigns.

● Supporting event planning, including applicable invitations and communication to clients.