Job description

About us

Equitable Advisors - Brian Kelly, Richard White, Kipp Horrocks is a small business in Houston, TX. We are professional, engaging, collaborative and our goal is to find operational support to help ensure we are able to properly care for our clients and prospective clients..

Our work environment includes:

• Safe work environment
• On-the-job training
• Modern office setting

We're looking for someone to assist the sales team with administrative duties and personal tasks. Our Assistant will facilitate reporting and assist with sales efforts. He/She will monitor trends and project sales numbers, and maintain company records and data. This is a great position for someone who is interested in working as part of a team and has a desire to learn more about the industry.

· Self-starter, Fast Learner, Timely, Reliable

· Proficient in Microsoft Office

· Store various documents in a digital information file cabinet

· Ability to maintain client and company confidentiality

· Prepare and process insurance and investment paperwork

· Work with outside financial services companies to ensure transfer of assets are completed

· Maintain follow-up systems for pending client issues

· Answering and transferring phone calls

· Organize advisors’ day, assuring they are prepped for meetings

· Time block calendar and schedule appointments with clients

· Prepare correspondence

· Prepare spreadsheets

· Maintain client database and files

· Provide client service

· Provide compliance support for annual audit

· In charge of ordering lunch and drinks for staff and guests

· Miscellaneous office tasks

o Organizing office space

___________________________________________________________________________

· Marketing Role/Duties

o Provide Marketing Support for client communications and events

o Compliance support for events and communications

· Marketing and Social Media

o Website maintenance

o Social Media posting

· Presentations designed

Background check and fingerprinting required

Job Type: Full-time

Pay: $15.00 per hour

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Houston, TX 77027: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Background check and fingerprinting required, per financial industry.
• What makes you interested in this position?

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 3 years (Required)

Work Location: One location

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