Personal Investment Assistant
4 weeks ago
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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