Financial Operations Coordinator
6 days ago
Clayton Services is seeking a detail-oriented and organized individual to join our team as an Investment Operations Specialist. The successful candidate will be responsible for managing multiple projects, reviewing client quarterly investment reports, and providing exceptional service to clients, advisors, and team members.
Key Responsibilities:
Input data to produce accurate financial reports
Manage multiple projects at a time
Review client quarterly investment reports and assist in rebalancing portfolios per client objectives
Provide service to clients, advisors, and other team members
Perform client service tasks such as executing trades, preparing advisor meeting binder/reports, monitoring distributions, and following up on processing new account/transfer forms
Troubleshoot and identify problems
Work closely with advisors and other team members
Requirements:
Bachelor's degree in Finance, Economics, or a related field
Relevant financial licenses are preferred
Background in financial management and investments is preferred
Strong analytical and mathematical background is preferred
What We Offer:
Competitive pay rate: $45,000-$65,000/year
Comprehensive benefits package
Opportunity to work with a thriving company in the Houston Heights area
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