Part-Time Executive Administrative Assistant and Client Relations
Job Description
Job Description
Part-Time Executive Support & Client Coordinator
Remote | Financial Services | The Woodlands-Based
An established financial services firm in The Woodlands is seeking a polished, highly organized professional to provide executive-level support and client coordination in a high-touch, client-focused environment. This is a part-time remote role (a few hours per day, 2–3 days per week) with occasional visits to the Woodlands office as needed. Ideal for someone with a strong administrative foundation who thrives on managing busy calendars, staying two steps ahead, and maintaining consistent, professional client communication.
Position Responsibilities:
Executive Support & Calendar Management
- Provide high-level administrative support to leadership
- Manage complex, heavy scheduling and appointment coordination
- Ensure meetings and client interactions are seamless and well-prepared
Client Communication & Relationship Support
- Serve as liaison between leadership, clients, and key partners
- Maintain polished, proactive client communication
- Manage CRM updates and reporting (Redtail a plus)
- Draft business correspondence and assist with special projects
Event Coordination
- Coordinate logistics for seminars and client events
- Manage vendors, materials, and follow-up
- Track attendance and assist with reporting
Qualifications:
- 3+ years of strong administrative experience
- Executive-level calendar management expertise
- Experience with heavy client interaction in a professional setting
- Exceptional organization and attention to detail
- Professional, polished written and verbal communication skills
- Strength in Microsoft 365 (Word, Excel, PowerPoint, Outlook)
- CRM experience (Redtail preferred)
Training will be provided on firm-specific processes.
If you’re reliable, proactive, and bring a calm, professional presence to everything you do — 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.