Personal Investment Assistant

4 weeks ago


Houston, United States WiseHR Group Full time

Personal Investment Assistant


Houston, TX


Personal Investment Assistant Part-time or Full-time/Direct Hire Position


Personal Investment Assistant Job Location - This position is preferably in office, with potential for hybrid for the right candidate.


Personal Investment Assistant Position Summary

In this position, as a personal investment assistant, you will be assisting a successful attorney, entrepreneur, and owner of an investment firm with management of his personal investments.


Personal Investment Assistant Duties and Responsibilities

  • Keep up with, understand, and monitor his portfolio of investments and other endeavors.


Personal Investment Assistant Preferred Qualifications

  • Accounting and/or bookkeeping experience. CPA not required.
  • Previous experience working with investments is strongly preferred.
  • Experience with Excel and QuickBooks.
  • Strong attention to detail.
  • Bachelor’s Degree or equivalent experience.


Personal Investment Assistant Pay & Benefits Summary

Compensation package is flexible and will be commensurate with experience. This position could be part time or full time with flexibility.



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