2mo
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Asset & Wealth Management Operations - Shareholder Services - Alternative Investment Client Services and Administrator - Dallas - Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor’s degree; detail-oriented; ability to work in a fast-paced environment; strong organizational, communication, and problem-solving skills; 1-3 years financial services experience preferred.
1mo
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Branch Office Administrator - Rockwall, TX
Rockwall, Texas, United States
OnsiteFull Time
Provide exceptional client service and administrative support to financial advisors; manage account tasks, process transactions, support marketing and branch operations; analytical, detail-oriented, adaptable, and computer literate with MoneyGuide, Salesforce, and Microsoft Office. Six-month training provided.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Recruiter (High Volume Manufacturing) - Rockwall, TX - PO Consultant
Rockwall or Garland
$30-$33/hr RemoteFull Time, Contract
2+ YOE2+ years high-volume recruiting experience; ability to screen ~10 candidates/day; HS diploma required; strong client/candidate service and recruiting skills.
2w
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Wealth Management - Grants Manager - Vice President
Dallas, Texas, United States
$110k-$190k/yr OnsiteFull Time
Undergraduate degree required; experience in fiduciary, investment operations, accounting, paralegal, grant administration, or nonprofit preferred; strong communication, analytical, risk management, and client-service skills.