Operations Specialist at U.S. Capital Wealth · Houston, TX · Joined
UW
Operations Specialist
U.S. Capital Wealth · Houston, TX · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Middle
Team: Operations · Source: jobright · Posted by joined-scrapper
About the role
Operations Specialist supporting the Chief Administrative Officer with operational and administrative duties, project coordination, advisor onboarding, and firmwide initiatives at a wealth management firm.
What you’ll do
Support the Chief Administrative Officer and team with operational and administrative duties
Coordinate projects
Support advisor onboarding
Assist with firmwide initiatives
What you’ll need
2-3 years of relevant experience in financial services or wealth management
Strong organizational skills and attention to detail
Strong technology skills including Microsoft Office Suite with advanced Excel skills
Desire to obtain FINRA registrations - SIE, Series 7 & 66
Ability to prioritize shifting responsibilities
Critical thinking, problem-solving and project management skills
Original job description
U.S. Capital Wealth is an independent hybrid wealth management firm. The Operations Specialist supports the Chief Administrative Officer and team with operational and administrative duties, including project coordination, advisor onboarding, and firmwide initiatives.The Operations Specialist will support the Chief Administrative Officer and team with a…