Administrative Assistant — Wealth Management

Job overview

The Administrative Assistant — Wealth Management role is onsite in McKinney, TX, for 25–30 hours per week. Pay is $25–$35 per hour. The role supports a wealth management firm that provides investment management, retirement planning, tax planning, and financial planning services. The assistant supports advisors and clients by coordinating calendars, correspondence, account paperwork, and tax-related administrative workflows. The work helps keep client requests, records, and deadlines organized and moving efficiently.

What you'll do

• Manage advisor calendars and client appointments
• prepare and proofread client correspondence and meeting materials
• serve as a client contact by phone, email, and in person
• maintain confidential client records
• assist with onboarding and account forms
• coordinate Fidelity account paperwork and service requests
• organize tax documents and track deadlines
• assist with tax return preparation and electronic filing workflows as assigned
• prepare documents, spreadsheets, and reports
• provide general office support.

What we're looking for

Skills & competencies

administrative assistant

wealth management

mckinney tx

workway

client service

advisor calendars

financial planning

tax support

fidelity paperwork

25–30 hours weekly

$25–$35/hour

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision benefits
• 401(k).

Why this role

Requires prior administrative or client service experience in wealth management, registered investment advisory, or financial planning, plus experience supporting tax-related workflows; Series 65 license is a plus.

About the employer

Workway is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.