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Administrative Assistant

Credent Wealth Management

Plano, TX

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JOB DETAILS
SKILLS
Administrative Skills, Cadence, Calendar Management, Communication Skills, Conferences, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Consumer Behavior, Establish Priorities, Event Management, High School Diploma, Leadership, Microsoft Office, Multitasking, Operational Support, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Public/Media/Press/Analyst Relations, Regulatory Compliance, Regulatory Requirements, Sales, Schedule Development, Time Management, Training/Teaching, Wealth Management, Writing Skills
LOCATION
Plano, TX
POSTED
Today
Purpose:

The Administrative Assistant (AA) provides high-level administrative and operational support to the Chief Experience Officer (CXO) and Credent Wealth Management (CWM) Leadership Team. This role acts as a trusted partner to leadership by managing complex calendars, coordinating priorities, and facilitating clear communication between executives and Wealth Advisors. The Administrative Assistant is also responsible for planning and coordinating internal and external events, including leadership meetings, team events, conferences, and company-sponsored engagements. The Administrative Assistant plays a critical role in ensuring leaders remain focused on strategic priorities through effective time management, meeting coordination, and proactive support. Success in this role requires exceptional organizational skills, sound judgment, discretion, and a service-oriented mindset, all while supporting the company's mission, values, and compliance standards.

Role Responsibilities:
  • Provide high-level administrative and operational support to the CXO and CWM Leadership Team, including coordination of priorities and special initiatives.
  • Act as a trusted liaison between Wealth Advisors, CWM Leadership, and external relationships, ensuring clear communication, alignment, and accountability.
  • Serve as an executive gatekeeper by managing calendars, prioritizing requests, and protecting leadership time.
  • Manage complex scheduling across leadership teams, proactively resolving conflicts and maintaining consistent meeting cadence.
  • Coordinate and support recurring Wealth Advisor meetings and leadership communications.
  • Plan and execute internal and external CWM events, such as company dinners, interviews, Sales Conferences, and leadership meetings.
  • Manage weekly company update sessions.
  • Schedule and coordinate training for new client-facing team members in partnership with the Client Experience team.
  • Deliver exceptional internal and external service while collaborating cross-functionally in alignment with company values.
  • Ensure all activities comply with applicable policies, procedures, and regulatory requirements.
Knowledge, Skills, and Abilities
  • Warm, polite, and professional customer service behaviors
  • Excellent verbal and written communication skills • Able to work independently
  • Highly detailed and organized • Ability to coordinate and plan local events
  • Proficient in Microsoft Office and CRM software
  • Comfortable multitasking and/or changing focus at a moment's notice
  • Commit to confidentiality
  • Able to anticipate needs, risks, and issues
Education and Experience
  • High School Diploma, Associate or Bachelor's Degree
  • 5+ years in client-facing, phone customer relations or administrative role

About the Company

C

Credent Wealth Management

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