Employment Opportunities

Financial Services Assistant:
Back office virtual assistant to Financial Advisors. Work will include answering phones, interacting with clients, virtual filing of completed paperwork, form preparation, data entry in database systems, and providing virtual office assistant support to multiple financial advisors. A plus is being able to be a great conversationalist on the phone, proficiency with paperwork, office experience, and knowledge in the financial industry.

Working hours Schedule

9:00 am - 6:00 pm, with a break for lunch.

The first 90 days will be an official probationary period.

Requirements:

1. Must pass a Credit Check and meet the credit requirements of Independent Financial Group for fingerprinted authorized persons. No credit is fine. Bad credit is not accepted.

2. Must pass an FBI Background check required by the Financial Industries Regulatory Authority (FINRA) via electronic fingerprints

3. Office Experience is a MUST

a. Proficient with a computer, Outlook, Excel, Adobe Pro, etc.

b. Ability to speak on the phone professionally with clients, financial advisors and product firms

c. Ability to work independently, through self-guided tasks with the wherewithal to research to find missing information

d. A good understanding of time zone differences

e. Ability to communicate proficiently through email with quick turnaround times

Pay will be dependent on prior Experience and Job Performance

Pay Increase structure is in place for additional Securities Licenses obtained – Series’ 7, 66, 24, 51 and Texas General Lines 1 Insurance License (life, accident and health) as well as merit based raises.

401k Offered after 1 year of full time employment

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:

8 hour shift
Monday to Friday
Supplemental pay types:

Bonus opportunities
Education:

High school or equivalent (Preferred)
Experience:

Office assistant: 1 year (Preferred)
License/Certification:

SIE or Series 6/7 License (Preferred)
Work Location: In person

Preferred method of contact?
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