Founded in 2003, Starburst Financial Group, LLC was formed with the goal of helping our clients in every aspect of their financial lives. Our process starts with gaining a deep understanding of our client’s values and individual goals on all considerations regarding their wealth management. It is our mission to tailor our service to meet their individual needs. We strive every day to be a trusted advisor and partner to our clients, working alongside them through all their financial stages. With strategic expertise we tailor financial plans that hold true to our client’s best interests while helping them pursue their unique definitions of financial success.

WHO WE WANT:

Starburst Financial Group, LLC is seeking candidates for a full-time administrative assistant position in our Clear Lake area office. We want a leader who can support our team of financial advisors, along with the needs of our clients and their families within our growing practice. They will provide relationship management to the clients of Starburst Financial Group, LLC. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written) and a friendly can-do attitude.

JOB DUTIES & RESPONSIBILITIES:

• Provide positive and professional service to all clients and staff
• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Keep client management system up-to-date with client information
• Assume ownership of inquiries and requests; communicate with internal staff to ensure clients' expectations for timely service delivery are met
• Data entry for new account openings, account transfers, banking information, etc
• Staying on top of varying daily, weekly, monthly, and annual tasks
• Maintain strong focus on document retention for compliance and client safekeeping
• Following up on projects and continued tracking of outstanding tasks
• Managing an Outlook work calendar by efficiently scheduling meetings
• Making sure the office is fully stocked with supplies and ordering when needed
• Strong customer focus, excellent verbal and written communication skills

DESIRABLE CANDIDATES WILL POSSESS:

• Exceptional customer service skills and experience
• A genuine interest in serving and caring for other people
• Reliable, responsible, and honest
• Positive attitude and optimistic
• Self-directed and independent
• Organized with a strong attention to detail and problem-solving abilities
• Proven ability to independently and efficiently manage multiple projects concurrently
• Punctual
• Excellent communication skills, both written and oral
• Working knowledge of Word, Excel, Outlook and Windows 10
• Ability to positively respond to constructive criticism
• Great organization and multi-tasking skills
• Motivation to succeed and continued willingness to build upon skills

Required:

• Clean background check
• Highschool Diploma
• Very good written and oral communication
• Reliable Transportation

Preferred:

• Bachelor (Preferred)
• Financial services background (Preferred)

Details:

• In-Office position: Clear Lake area. Full-Time: Monday – Friday 8:30 am – 5:00 pm
• Starting Salary: $45,000-$60,000 with bonus potential

In exchange for your experience, we offer a full-time, salaried position – compensation based upon experience. Bonus potential, PTO along with Holiday PTO, retirement plan with matching and a great working environment. The position is in our professional, Clear Lake office location. This is a position that offers an opportunity to play a key role in the continued success of our company. We are an office with (2) financial advisors and look forward to welcoming another member to the team. Our staff cares deeply about one another, their families, and we strive to deliver the best service and experience for our clients. If this sounds like a good fit for you, please apply.

Starburst Financial Group, LLC is an equal opportunity employer and welcomes candidates from all backgrounds.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member /SIPC

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Houston, TX 77058: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Customer service: 1 year (Preferred)
• Financial services: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: One location

Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.