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Financial Services Assistant
| Details |
Country: USA
Location: TX Houston
Total applied: 3
Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: Some College Coursework Completed
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
Salary: From 35,000.00 to 45,000.00 USD per year
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Financial Services Assistant
Seeking professional individual who desires a fast-paced, professional environment with opportunity for growth! As assistant to the Managing Principal, you will be responsible for handling client administration (contact, appointments, reports), processing daily business, rep & staff registration, business processing, maintaining prospectus & marketing materials and preparation for Annual Audit for a busy financial advisor practice.
Position requires self-starter with skills in problem solving, computer literacy, organization and communication. A working knowledge of the securities industry (brokerage, bank, insurance co.) and NASD licenses is preferred.
Additional benefits include 401(k), health & life insurance, bonus program, generous days-off and vacation schedule. This position is located in our Galleria-area office. Please reference Financial Services Assistant on all correspondence.
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Financial Services 
