finance associate.
irving , texas
posted today
job details
summary
$60,000 – $70,000 per year
permanent
bachelor degree
category business and financial operations occupations
referenceAB_4464740
job details
Do you have an interest in learning finance or investing? Do you know how to evaluate risk? Then this is the role for you! We are looking for a sharp and articulate Financial Services Associate to join our team in Irving. In this role, you will be communicating daily with high net worth clients and onboarding new clients while providing long-term account maintenance. Prior experience working in wealth management or with Schwab is required. This is a flexible hybrid opportunity with the ability to work from home! If you are interested, please and send your resume to ~~~.
salary: $60,000 – $70,000 per year
shift: First
work hours: 8 AM – 5 PM
education: Bachelors
Responsibilities
Act as Custodian for Schwab including onboarding accounts, QCDs, SLOAs – initiate move money requests, monitor monthly client draws
Banking relationship- Collateral releases, Client Interest payments, QB entries in client files
Prepare quarterly conference agendas
Prepare quarterly data for Advisor’s portfolio analysis (BPC)
Assist in preparing client Investment Portfolio Reports
Meet monthly, quarterly, and annual filing requirements for client, state, and federal reporting
Monthly ledger entries- Prepare monthly and quarterly billing, Post collections, Business bills
Reconcile client general ledger accounts
Back-office responsibilities for all client investment accounts
Skills
Financial Services
Financial Reporting
New Account Setup
Investment Portfolios
Journal Entries
Reconciliations
Schwab
QCD
Qualifications
Years of experience: 3 years
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you’re looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact ~~~.
Pay offered to a successful candidate will be based on several factors including the candidate’s education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
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