Executive Administrative Assistant and Client Relations
Job Description
Job Description
Part-Time Executive Support & Client Coordinator
Remote | Financial Services Firm | The Woodlands-Based
Established financial services firm in The Woodlands is seeking a polished, highly organized professional to provide executive-level administrative support and client coordination.
This is a part-time remote position, working a few hours per day, 2–3 days per week, with the ability to visit the Woodlands office periodically as needed.
This role is ideal for someone with a strong administrative background who thrives in a professional, client-facing environment and is comfortable managing heavy scheduling and ongoing client communication.
Key Responsibilities
Executive Support & Calendar Management
- Provide high-level executive administrative support
- Manage heavy calendar scheduling and appointment coordination
- Ensure well-prepared, high-quality meetings and client interactions
Client Communication & Relationship Support
- Serve as liaison between leadership, clients, and key partners
- Maintain consistent, professional communication with clients
- Update and maintain accurate CRM records (Redtail preferred)
- Draft business correspondence and assist with special projects
Event Coordination
- Coordinate logistics for seminars and client events
- Manage vendor communication, materials, and post-event follow-up
- Track attendance and assist with reporting as needed
Required Skills & Experience
- Strong administrative background with 3+ years of experience
- Experience supporting executives and managing complex calendars
- Prefer heavy client contact experience in a professional setting
- Exceptional organization and attention to detail
- Professional, polished written and verbal communication skills
- Strength in Microsoft Word, Excel, PowerPoint, Outlook, and Microsoft 365
- CRM experience (Redtail a plus)
Training will be provided on firm-specific processes.
If you are reliable, highly organized, and bring a professional presence to everything you do, we would love to connect.
Company DescriptionOur goal is to partner with you in identifying the right next step in your career. We do this by leveraging industry knowledge, proven experience, strong relationships, and a commitment to delivering thoughtful, results-driven guidance throughout the process.
Company Description
Our goal is to partner with you in identifying the right next step in your career. We do this by leveraging industry knowledge, proven experience, strong relationships, and a commitment to delivering thoughtful, results-driven guidance throughout the process.