Operations Specialist

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Located in Longview, TX

Salary: $20/hr

Operations Specialist – Financial Services

 

Express Employment Professionals is seeking a detail-oriented Operations Specialist to support a growing financial advisory team in delivering an exceptional client experience. This is an excellent opportunity for a recent college graduate or career changer looking to build a long-term career in financial services and wealth management.

 

Pay

  • $20.00 per hour

Primary Responsibilities

  • Prepare and process account applications
  • Assist with trades and account transactions
  • Prepare client meeting materials and documentation
  • Print and organize meeting preparation packets
  • Attend client meetings with advisors and assist with follow-ups
  • Assist with client service requests
  • Maintain organized client records and documentation
  • Support administrative and operational projects as needed
  • Make and receive client phone calls to provide support and service
  • Schedule appointments and assist with office coordination

Schedule & Flexibility

Typical schedule is:

  • Monday – Thursday: 8:00 AM – 5:00 PM
  • Friday: 8:00 AM – 3:00 PM

Schedules may vary based on client needs. Occasional overtime, evening availability, and travel with advisors may be required.

Licensing & Career Development

Industry licenses are not required to start. Candidates will be expected to work toward obtaining:

  • Series 7
  • Series 63/65/66
  • Life & Health Insurance licenses

Exam costs and study materials will be provided by the employer.

Qualifications

  • Bachelor’s degree preferred
  • Organized and detail-oriented
  • Strong communication and interpersonal skills
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Professional appearance and demeanor when working with clients

Compensation & Benefits

  • Overtime opportunities
  • Performance-based bonuses
  • Matching 401(k)
  • Financial planning benefits
  • Long-term career growth opportunities for motivated candidates

Apply online at Express Employment Professionals.

 

Express Office: Longview
101 West Hawkins Parkway
Suite 4
Longview, TX 75605
Email us
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