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| Job Category : | Business |
| Company Name: | LeadingEdge Personnel |
| Position Name: | Wealth Management Associate |
| Location : | San Antonio, TX 78216 |
| Job Description : | Company Information: At LeadingEdge Personnel we thrive on excellence through personal development and continuing improvement through education. Our competitive edge is the tenure we have with our dedicated staff coupled with our focus purely on office clerical and administrative specialists. 100% of our staff is certified by the American Staffing Association as Certified Staffing Professionals.Description of role: Operations associates perform a diverse range of duties including administrative tasks to support the efficiency of daily business operations.Tasks: Performing administrative duties including answering phones, scheduling appointments, etc.Supporting the operations manager with the enforcement of company policies and standards.Monitoring inventory and placing supply orders.Tracking daily operations and reporting or resolving issues.Maintaining company databases.Skills and Requirements: High school diploma/GED.Experience in an administrative role.Strong analytical and organizational skills.Excellent communication and listening skills.Ability to work under pressure.Strong computer proficiency.Experience with inventory management, database, or similar software is beneficial.Must be detail and solutions-oriented.2 years minimum in the advisory/brokerage financial industry servicing retail clients in an operations capacityWork Schedule: Monday thru Friday 8am-5pmJob Type: Full-timePay: $19.00 – $24.00 per hourBenefits:Dental insuranceHealth insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:8 hour shiftDay shiftMonday to FridayEducation:High school or equivalent (Required)Experience:Financial concepts: 2 years (Required)Admnistration: 2 years (Required)Financial services: 2 years (Required)Work Location: One location |
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