Admin Support Specialist
Admin Support Specialist
West University Place, Texas
|Direct (Permanent) Full Time
|NA
West University Place, Texas
Direct (Permanent) Full Time
NA
September 02, 2025
|Job ID: 1429553_1756849476
September 02, 2025
Job ID: 1429553_1756849476
Job Summary
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Job Responsibilities:
o Primary support for the transition team when new clients are onboarded
o Communicate with clients (where needed) during transition periods
o Prepare client documents, open client accounts, setup client instructions
o Maintain CRM system (where needed)
* Corporate communication and organization
o Create and update internal forms and DocuSign templates
Job Requirements:
* Strong technology skills, including Microsoft Office Suite with advanced Excel skills
* Client Service experience, preferably in Financial Services
* Desire to obtain FINRA registrations - SIE, Series 7 & 66
* Potential travel to other branches or offices
* Can be trusted to keep sensitive/confidential information secure and maintain discretion
1429553_1756849476
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™