MLR

ML&R Wealth Management Administrative Assistant

ML&R Wealth Management Administrative Assistant

Department: ML&R Wealth Management

Location: Downtown Austin, TX

ML&R Wealth Management, a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in the greater Austin area is seeking talent to support the wealth management team by providing excellent detail-oriented service to advisor associates, advisors and chief compliance officer.

ML&R Wealth Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Benefits Include: 22 days paid time off (increases with firm tenure) plus eight paid holidays and two floating holidays, continuing professional education, 401(k) plan including profit sharing contribution, annual bonus through profit sharing plan, medical insurance, cafeteria plan including medical and dependent care flexible spending accounts, dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability, employee assistance program, paid parental leave and paid bereavement leave.

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits:  Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

Other Perks Include: Family friendly and flexible work environment, firm-wide wellness program and onsite gym access at Frost Bank Tower, discounted monthly parking or commuter pass, complimentary in-office massages during busy season, formal coaching program, firm-wide community service activities, regular firm socials and team-building activities and much more!

Responsibilities:

  • Support advisor associates
  • Manage client onboarding process
  • Manage client records in CRM
  • Manage custodian alerts
  • Assist with custodian applications and paperwork
  • Assist with quarterly report process
  • Assist with estimated tax payments process
  • Assist with client meeting preparation
  • Assist with scheduling and coordination of internal team meetings as well as offsite events
  • Assist with various compliance projects
  • Assist with newsletter and manage contact database
  • Manage client gifting process
  • Provide clerical support to team personnel

Additional Responsibilities:

  • Anticipate the needs of the advisor associates and advisors
  • Understand the client experience process and suggest efficiencies and improvements as needed

Required Qualifications:

  • 3 years of relevant experience in a support/administrative role
  • Bachelor’s degree
  • Attention to detail and accuracy
  • Process driven
  • Critical thinking and problem-solving skills
  • Timeliness
  • Proficiency with Microsoft Word and Excel

Preferred Qualifications:

  • Previous experience at CPA or professional services firm is a plus, but not a requirement

More About ML&R Wealth Management

At ML&R Wealth Management, we take investing personally. ML&R Wealth Management advisors work to develop lasting relationships with our clients, keeping in touch to understand their changing goals and to provide an asset management strategy to help achieve them. Whenever our clients need sound financial advice, they have a direct line to a trusted advisor.

For over 20 years, we have served individuals, families, businesses, and nonprofits with wealth management services, custom retirement and 401(k) plans, and portfolio management.

We believe in accountability and transparency and operate as a fee-only advisor with fees calculated solely on assets under management.

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