Financial Operations Assistant

4 days ago


Westwood, Kansas, United States Windward Capital Management Company Full time
About the Role

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
  1. Assist the CEO and registered representatives in servicing clients on a daily basis
  2. Communicate effectively with clients via phone, email, and in-person
  3. Prepare and maintain accurate records of client interactions and transactions
  4. Support the operations team in maintaining efficient back office processes


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