Branch Service Associate

3 weeks ago

Houston, United States US Capital Advisors, LLC Full time

**US Capital Wealth Advisors, LLC**

Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Wealth Advisors LLC ("USCW", the “Firm”) is an integrated financial services boutique managing several underlying entities. Primary business lines in Wealth Management and Capital Markets. USCW's Wealth Management division provides a full range of advisory services and solutions to high-net-worth individuals and family offices. USCW's Capital Markets division advise corporate, institutional, and municipal clients. US Capital Wealth Advisors invests time, talent, and resources in its skilled and knowledgeable team and promotes a service-focused culture to provide clients and team members with an outstanding experience.

**Position Description**

**Title**: Branch Service Associate, Houston office

**Reports to**: Head of Operations, Houston office

**Benefits**: Yes

**Status**: Full-time, non-exempt

**Date Updated**: May 2024

**Job Summary**

**Responsibilities**:

- Performs daily cash management functions, including but not limited to: disbursing checks, EFTs, incoming stock certificates, wires, journals and check deposits.
- Processes correspondence and keeps files of incoming and outgoing correspondence.
- Completes new account process and filing.
- Maintains New Account E-Filing system
- Manages client meeting conference rooms and schedules.
- Greets clients and other visitors
- Processes Managed account fee billing set ups, as well as account coding for managed account services.
- Trains fellow employees on the Firm’s operational procedures.
- Maintains risk awareness and regulatory knowledge
- Answers incoming phone calls and directs messages
- Sees unmet office needs and provide suggestions for process improvements

**Job Requirements**
- Proficient in Microsoft Office (Excel, Word, and PowerPoint).
- Detail-oriented with strong organizational abilities
- Flexibility, ability to prioritize, and willingness to adapt to changes of job duties when the need arises
- Courteous, personable, approachable, and professional in all relationships
- Ability to interact with individuals at all levels internally
- Can be trusted to keep sensitive/confidential information secure and maintain discretion

**Compensation and Benefits**
- Compensation will be based on experience
- Paid time off

Pay: $45,000.00 - $50,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance

Experience level:

- 1 year

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

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