Job Openings
Position Title: Portfolio Administrator
Overview
We are seeking a detail-oriented and proactive Portfolio Administrator to join our dynamic team. The ideal candidate will play a crucial role in managing and overseeing client portfolios, ensuring compliance with financial regulations, and providing exceptional support to our investment management team…
Responsibilities
- Assist in the maintenance of client portfolios…
- Maintain accurate records of transactions…
- Ensure compliance with relevant securities laws…
- Prepare reports and presentations…
Experience & Qualifications
- A background in portfolio management…
- Familiarity with banking operations…
- Knowledge of securities law…
- Strong analytical skills…
Benefits
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Job Type: Full-time
Schedule: Monday to Friday
Supplemental pay types: Bonus opportunities
Work Location: In person
Position Title: Client Service Associate
Overview
Global is currently seeking a bilingual (English & Spanish) speaking Senior Client Service Associate in its Houston, Texas office…
Responsibilities
- Provide full support to one or more Wealth Managers…
- Ensure client satisfaction through direct contact…
- Open new accounts and execute investment orders…
- Process money movements and respond to client needs…
Experience & Qualifications
- 3-5 years securities industry experience required
- Fluency in Spanish is a must
- Bachelor’s degree preferred but not required
- Series 7 preferred but not required
Benefits
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Job Type: Full-time
Schedule: Monday to Friday
Supplemental pay types: Bonus opportunities
Work Location: In person
