Located in Longview, TX
Pay: $20/hr
Job Full Description
Operations Specialist – Financial Services
Express Employment Professionals is seeking a detail-oriented Operations Specialist to support a growing financial advisory team in delivering an exceptional client experience. This is an excellent opportunity for a recent college graduate or career changer looking to build a long-term career in financial services and wealth management.
Pay
Primary Responsibilities
- Prepare and process account applications
- Assist with trades and account transactions
- Prepare client meeting materials and documentation
- Print and organize meeting preparation packets
- Attend client meetings with advisors and assist with follow-ups
- Assist with client service requests
- Maintain organized client records and documentation
- Support administrative and operational projects as needed
- Make and receive client phone calls to provide support and service
- Schedule appointments and assist with office coordination
Schedule & Flexibility
Typical schedule is:
- Monday – Thursday: 8:00 AM – 5:00 PM
- Friday: 8:00 AM – 3:00 PM
Schedules may vary based on client needs. Occasional overtime, evening availability, and travel with advisors may be required.
Licensing & Career Development
Industry licenses are not required to start. Candidates will be expected to work toward obtaining:
- Series 7
- Series 63/65/66
- Life & Health Insurance licenses
Exam costs and study materials will be provided by the employer.
Qualifications
- Bachelor’s degree preferred
- Organized and detail-oriented
- Strong communication and interpersonal skills
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Professional appearance and demeanor when working with clients
Compensation & Benefits
- Overtime opportunities
- Performance-based bonuses
- Matching 401(k)
- Financial planning benefits
- Long-term career growth opportunities for motivated candidates
Apply online at Express Employment Professionals.
Longview, TX
1255
101 West Hawkins Parkway
Suite 4
Longview, TX 75605
Apply Now Email Us