Operations Assistant

Houston, TX 77056

Posted: 11/29/23 Employment Type: Direct Hire Job Function: Administrative/Clerical Job ID:: 129882 Pay Range: $50,000-60,000 / year

Job Description

Operations Assistant- Galleria Area  A financial services company in the Galleria area of Houston is seeking an Operations Assistant to join their team. Candidates must have 2+ years of experience working within financial services and administrative support experience. Duties include:
    • Generates various client reports and analysis to be used in review meetings.
    • Inputs client financial planning data and creates reports when needed. Utilizes data software to pull analytics and comparisons.
    • Prepares general correspondence as directed by the Advisor, or when necessary to provide service to clients.
    • Maintains records, and assists in problem resolution.
    • Interacts with associates and clients in a courteous and respectful manner to create a positive work atmosphere.


Meet The Recruiter

Ashley Craddick
Sr. Direct-Hire Recruiter

As a Senior Direct Hire Recruiter at Burnett Specialists, my focus is on finding top talent for administrative, clerical, HR, marketing, and legal positions.

I take pride in connecting exceptional candidates with great career opportunities. Whether you are seeking a new career challenge or have staffing needs within your organization, feel free to reach out to me. I am dedicated to providing exceptional recruiting services and look forward to hearing from you.

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