Office Manager & Executive Assistant

Step into a pivotal role supporting a high-performing wealth management firm in the Houston Galleria, where organization and precision directly shape client experience. This position blends executive support with office leadership, offering visibility across operations, marketing, and client engagement. A fast-paced environment rewards proactive coordination and strong ownership of daily workflow.

Primary Services is actively recruiting for a detail-oriented Office Manager & Executive Assistant to support a large, established wealth management firm located in the Houston Galleria. This role is central to daily operations, supporting executive leadership and maintaining high standards across office administration, compliance coordination, marketing support, and client event execution. The position requires managing multiple priorities within a highly structured and professional corporate environment.

Responsibilities:

• Oversee day-to-day office operations, including supplies, vendors, facilities, and workspace organization.
• Serve as primary liaison with building management and external service providers.
• Manage incoming communications, including phone lines, mail distribution, and general office correspondence.
• Coordinate executive calendars, scheduling priorities, travel arrangements, and meeting logistics.
• Prepare agendas, materials, and follow-ups for leadership and weekly planning meetings.
• Track employee schedules and assist with payroll-related coordination.
• Plan and execute client and internal events, including venues, catering, invitations, and RSVP tracking.
• Support marketing initiatives including newsletters, blog updates, email campaigns, and social media coordination.
• Assist with compliance documentation, regulatory recordkeeping, and audit preparation support.
• Maintain CRM updates, client records, and executive follow-up tracking.
• Monitor vendor invoices, subscriptions, and service agreements.
• Coordinate client gifting programs and special initiatives.

Qualifications:

• Bachelor’s degree preferred.
• 3–5 years of experience in office management, executive support, or administrative roles within professional services or financial services environments.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
• Experience managing calendars, travel coordination systems, and CRM platforms.
• Familiarity with document management, reporting tools, and digital filing systems.
• Ability to track compliance records, logs, and regulatory documentation.
• Experience supporting marketing communications tools such as email platforms and content scheduling systems.
• Strong knowledge of office operations including vendor management, invoicing workflows, and facilities coordination.