Careers

Christian Financial Advisors is in need of an Administrative Business Associate for a full-time position. Please review the job description below. If you’re interested in the position, please submit your contact info and resume using the form on this page.

Administrative Business Associate

Our successful, high-tech, Christian financial advisory firm is looking for an enthusiastic, detail-oriented, productive individual. We are seeking a full-time Administrative Business Associate to support financial professionals in meeting preparation and client outreach, as well as to support the overall office in a variety of tasks. This person must have a willingness to work hard and want to be part of a growing and friendly team. Must have excellent written and verbal communication skills, a basic level of computer proficiency, the ability to handle multiple tasks quickly and accurately, able to work independently, a good team player, and have strong attention to detail. Outstanding interaction with clients is a must!

Christian Financial Advisors is a family-oriented financial advisory firm based in New Braunfels, Texas serving clients nationwide. Our client’s goals are at the heart of what we do alongside building the Kingdom in Jesus’ name.

Responsibilities

  • Interface with clients, team members, business partners, and vendors
  • Process inbound/outbound mail and paperwork
  • Execute data entry, copying, faxing, scanning, and electronically filing documents and research.
  • Assist in preparation for client and potential new client meetings
  • Maintain client records, WealthBox CRM database, and other files
  • Follow up with clients and business partners as needed
  • Maintain office supplies
  • Assist in both client and potential client outreach in the form of emails, SMS, printed materials, and calls.
  • Podcast – guest setup and scheduling
  • Client appointments – assist in calls, texts, and other communication to fill the calendar
  • Assist financial advisors with their calendars and keep projects organized
  • Client appreciation and connection – set up lunch or dinner appointments and spearheading appreciation efforts for local and non-local clients
  • Assist in the organization of website content strategy and production schedule
  • Complete other requests and projects as needed

Requirements

  • Bachelor’s degree OR
  • Previous experience as an administrative business partner, administrative assistant, or equivalent in a professional setting
  • Basic to intermediate level computer skills (be able to write, modify and edit text using both word processing applications and email platforms)
  • Experience in the financial industry is preferred but not required

Skills Necessary

  • Strong attention to detail with the ability to work independently while embracing team collaboration
  • Ability to manage multiple projects at once with consistent follow-through
  • Displays exemplary professional communication skills, verbal and written
  • Commitment to providing high-quality work both to internal and external partners
  • Process-driven and results-oriented
  • Must be professional, courteous, and dependable
  • Strong interpersonal and relationship-building skills
  • Ideally, we prefer someone who can work in the office but flexibility may be available for the right candidate including up to 2 days working from home

Job Type: Full-time

Starting Pay:

  • Full-time salary starting at $45,000 annually plus benefits
  • Eligible for bonuses after 12 months

Benefits

  • Group health insurance (78% of monthly premium covered for employee)
  • 401k with 6% company match
  • PTO based on length of employment (in addition to all recognized holidays)

Schedule:

  • 8:00 am – 5:00 pm CST
  • Monday through Friday

Work Location:

  • New Braunfels, TX
  • In-office, remote workdays allowed for up to two days per week
  • Remote workdays must be approved ahead of time

Submit your resume

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