Administrative Assistant and Client Liaison

Posted: 12/12/2025

?? Part-Time Administrative & Client Support Opportunity

We’re offering a ground-floor opportunity for the right person to grow with us. Our financial services firm, located in Downtown Boerne, is preparing to expand operations in 2026, and we’re seeking additional support to help us get there.

This role begins as a part-time, hybrid position with responsibilities split between remote work and in-office tasks. You’ll provide essential administrative support while also having the chance to work directly with clients. Comprehensive training will be provided.

What We’re Looking For

We want someone who is:

  • Driven to succeed and eager to learn quickly

  • Comfortable working one-on-one with clients

  • Passionate about helping families achieve their financial goals

Skills That Will Help You Succeed

  • Office administration experience

  • Strong computer and technical skills

  • CRM management and data entry

  • Ability to multi-task and stay organized

  • Excellent interpersonal and communication skills

  • Digital marketing and client communications experience

 

? If you’re motivated, adaptable, and excited about contributing to a growing firm, we’d love to hear from you.

Please submit your resume via email: info@strategicfg.com