Part-Time Administrative Assistant — Family Office
SorrenOur Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Position Summary:
Part-Time Administrative Assistant — Family Office
Location: 1885 Saint James PL Suite 1050 Houston TX 77056
Hours: 20–30 hours/week, In-Office
About Our Team
We are a dynamic family office team committed to excellence in client service and operational support. We seek a dependable, detail-oriented Administrative Assistant to ensure smooth daily operations and assist with key administrative, financial, and client-related functions.
Role Summary
The Part-Time Administrative Assistant will provide high-quality support across a variety of administrative and operational tasks. This role requires an organized self-starter with strong verbal and written communication skills, technical proficiency, and the ability to manage multiple responsibilities efficiently. The successful candidate will work on-site for 20–30 hours per week during regular business hours.
Key Responsibilities
Financial & Accounts Payable Support
- Process accounts payable and vendor invoices using Bill.com or other designated platforms.
- Initiate online payments and assist with vendor communications regarding payments and document retention.
- Call vendors, tenants, city, IRS etc. as needed.
Administrative Operations
- Answer and route phone calls professionally; take and distribute messages.
- Receive, review, scan, and process incoming mail and correspondence.
- Prepare, organize, and file documents; manage electronic and physical files.
- Identify and implement process improvements to increase efficiency and streamline administrative workflows.
Client Support
- Assist with new client onboarding activities.
- Access various client portals to pull statements, tax documents, transaction histories, and circulate to appropriate parties.
- Maintain client organizational charts in designated software.
Tenant & Property Management Support
- Confirm tenant payments and assist with simple payment reconciliations in excel.
- Support tenant communications and coordinate with building management as needed.
- Deposit checks in office and at banking institutions as required.
General Office Tasks
- Complete forms accurately and in a timely manner.
- Manage document organization and ensure proper storage and retrieval systems.
- Perform any additional administrative tasks as needed to support the team.
Qualifications & Skills
- Prior experience in administrative, clerical, or office support roles preferred.
- Proficiency in using Microsoft 365 software; comfort with online systems/portal access.
- Excellent organizational, communication, and multitasking skills.
- Professional phone demeanor and customer service orientation.
- Ability to handle sensitive information with discretion and confidentiality.
Work Environment
- On-site role requiring regular in-office presence during business hours.
- Collaborative team environment with opportunities to support three CPA’s.
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
What We Offer*:
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.