Branch Service Associate - Houston, United States - US Capital Advisors, LLC
US Capital Advisors, LLC
Houston, United States
Verified Company
2 weeks ago
Description
US Capital Wealth Advisors, LLC
Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Wealth Advisors LLC ("USCW", the "Firm") is an integrated financial services boutique managing several underlying entities. Primary business lines in Wealth Management and Capital Markets. USCW's Wealth Management division provides a full range of advisory services and solutions to high-net-worth individuals and family offices. USCW's Capital Markets division advise corporate, institutional, and municipal clients.
US Capital Wealth Advisors invests time, talent, and resources in its skilled and knowledgeable team and promotes a service-focused culture to provide clients and team members with an outstanding experience.
Position Description
Title:
Branch Service Associate, Houston office
Reports to:
Head of Operations, Houston office
Benefits:
Yes
Status:
Full-time, non-exempt
Date Updated:
May 2024
Job Summary
Responsibilities:
- Performs daily cash management functions, including but not limited to: disbursing checks, EFTs, incoming stock certificates, wires, journals and check deposits.
- Processes correspondence and keeps files of incoming and outgoing correspondence.
- Completes new account process and filing.
- Maintains New Account E-Filing system
- Manages client meeting conference rooms and schedules.
- Greets clients and other visitors
- Processes Managed account fee billing set ups, as well as account coding for managed account services.
- Trains fellow employees on the Firm's operational procedures.
- Maintains risk awareness and regulatory knowledge
- Answers incoming phone calls and directs messages
- Sees unmet office needs and provide suggestions for process improvements
Job Requirements
- Proficient in Microsoft Office (Excel, Word, and PowerPoint).
- Detailoriented with strong organizational abilities
- Flexibility, ability to prioritize, and willingness to adapt to changes of job duties when the need arises
- Courteous, personable, approachable, and professional in all relationships
- Ability to interact with individuals at all levels internally
- Can be trusted to keep sensitive/confidential information secure and maintain discretion
Compensation and Benefits
- Compensation will be based on experience
- Paid time off
Pay:
$45, $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Experience level:
- 1 year
Schedule:
- Day shift
- Monday to Friday
Work Location:
In person