Financial Services Specialist

6 days ago


Houston, Texas, United States Wegman Full time
Job Overview

We are seeking an experienced Financial Services Specialist to join our team at Wegman. Located in the vibrant Greenway Plaza, this role offers a competitive compensation package and a dynamic work environment.

Key Responsibilities
  • Attend board meetings of municipal utility district clients and provide administrative support.
  • Draft and prepare agendas, orders, and resolutions for board meetings, as well as multi-lingual agendas for election matters.
  • Prepare minutes of board meetings and maintain accurate records.
  • Interact with directors and consultants for districts, ensuring seamless communication and coordination.
  • Prepare bond documents, assemble transcripts of proceedings, and assist in submission to the Attorney General of Texas for review.
  • Assist with annexation applications, review new rules from the Texas Commission on Environmental Quality, and inform the board accordingly.
  • Prepare annual tax exemption documents and review the Annual Financial Report (audit) for filing purposes.
  • Assist with water quality report distribution and file the annual continuing disclosure due pursuant to Securities and Exchange Commission Rule 15(c)2-12.
  • Maintain accurate records of client billable hours on the firm's tracking system.

The ideal candidate will possess 3+ years of experience in a similar role, with a strong understanding of financial services and regulatory compliance. The salary for this position is estimated to be around $90,000 - $110,000 per year, depending on qualifications and experience.



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