The Administrative Assistant will play a critical role in supporting the Financial Advisory practice. This position encompasses client service, client onboarding, and supporting the office management and administration. The ideal candidate will possess exceptional organizational skills, a keen eye for detail, and the ability to work efficiently in a fast-paced team
environment.
Experience requirements are 3+ years in a similar support role, ideally within a financial planning practice or parallel professional service industry i.e Attorney Group, Doctors Group, CPA Practice.
Key Responsibilities Client Service
Client Onboarding
Office Management and Administration
Compensation and Schedule
Benefits:
Schedule: Full Time in Office – Dallas Mockingbird Station
Vista Wealth Partners is not owned or operated by Equitable Advisors or Equitable Network. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC. Equal opportunity employer. M/F/D/V. AGE- 7888337.1(4/25)(Exp.4/29)
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