Financial Operations Assistant
4 days ago
We are looking for a detail-oriented and organized Registered Sales Assistant to join our team at Windward Capital Management Company. In this role, you will be responsible for assisting the CEO and registered representatives in their daily activities, including setting up meetings, preparing presentation packages, and performing other administrative tasks.
The ideal candidate will have a strong understanding of financial services and a passion for delivering exceptional client service. You should also be proficient in Microsoft Office (Excel and Word) and Adobe Acrobat.
Salary: $65,000 - $85,000 per year, based on experience
Key Responsibilities- Assist the CEO and registered representatives in servicing clients on a daily basis
- Communicate effectively with clients via phone, email, and in-person
- Prepare and maintain accurate records of client interactions and transactions
- Support the operations team in maintaining efficient back office processes
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Financial Operations Assistant
4 days ago
Westwood, Kansas, United States Robert T. Regan Full timeJob OverviewWe are seeking a part-time staff member to join the Robert T. Regan team as a Financial Operations Assistant.This is an excellent opportunity for someone who enjoys accounting, problem-solving, and working independently.
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Financial Services Associate
4 days ago
Westwood, Kansas, United States Windward Capital Management Company Full timeJob OverviewWe are seeking a highly motivated Financial Services Associate to join our team at Windward Capital Management Company. As a key member of our staff, you will play a vital role in servicing our clients and supporting the growth of our business.Key ResponsibilitiesYour primary responsibilities will include assisting the CEO and other registered...
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Sales Operations Specialist
4 days ago
Westwood, Kansas, United States Windward Capital Management Company Full timeJob SummaryA Sales Operations Specialist is needed to support the day-to-day activities of our Financial Services team. This role will assist in servicing clients, preparing presentation packages, and entering trade orders.
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Sales and Operations Coordinator
7 days ago
Westwood, Kansas, United States Windward Capital Management Company Full timeCompany OverviewWindward Capital Management Company is a well-established financial services firm based in West Los Angeles. We offer investment advice to high net worth and institutional clients, including personal investors, IRA accounts, profit sharing plans, corporations, trusts, and foundations. Our company consists of two operating entities: an SEC...
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Back Office Assistant Manager
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Westwood, Kansas, United States Windward Capital Management Company Full timeAbout the RoleWe are seeking a highly organized Back Office Assistant Manager to join our team. The ideal candidate will have experience with portfolio management systems, back office operations, and Microsoft Office.
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Domestic Cleaning Assistant
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Executive Assistant
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Sales Support Professional
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Client Services Associate
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Financial Operations Manager
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Financial Advisor
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Financial Advisor
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Executive Assistant
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