DBHW Wealth Partners · 8 hours ago
Personal Assistant
Bellville, TX
Full-time
Onsite
New Grad, Entry LevelDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction. They are looking for a thoughtful and dependable Personal Assistant to support the Managing Member and Senior Wealth Planner, focusing on administrative, organizational, and financial support to ensure a smooth workday.
AccountingFinanceFinancial ServicesWealth Management
Responsibilities
Provide administrative support by answering phone calls, assisting with and drafting email correspondence, scheduling meetings and appointments, communicating with other departments within the organization to ensure smooth coordination and completion of tasks, completing work across multiple software platforms
Provide organizational support to include recording and organizing accurate meeting notes, scanning and importing documents, sorting mail, following up on action items, supply ordering for all company locations
Provide financial support regarding paying and documenting personal and business expenses, preparing and submitting expense reports, tracking receipts, processing simple IRA contributions monthly for accounting clients
Providing support in other areas that encompasses other duties assigned
Qualification
Required
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Excellent time management skills with a proven ability to meet deadlines
Ability to take initiative and work independently
Reliable and dependable
Proficient with Microsoft Office Suite or related software
High school diploma or equivalent required
Preferred
Clerical experience preferred
Benefits
401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
401k Rollover options from a previous employer plan are immediately available and encouraged.
We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
Group Health Insurance
Health Savings Account (HSA)
Education Reimbursement - 5k lifetime allowance
Financial planning
Personal tax return preparation up to $1,250.00 annually
PTIN Renewal for Tax Preparers
All continuing education
Incentive for earned credentials
Study assistance program
Company
DBHW Wealth Partners
Providing the support and advice to help you navigate a lifetime of opportunities.
Founded in 1989
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Lisa Pugel, EA, IAR
CEO
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