Company Description
Sovereign Wealth Advisors, LLC, located in Houston, TX, serves high net-worth individuals, families, and corporations nationwide. The firm focuses on retirement planning, education planning, and investment management with a commitment to protecting client assets and interests with integrity and objectivity. The team of wealth consultants at Sovereign Wealth Advisors is not commission-based and does not push proprietary products.
Role Description
This is a full-time on-site role for an Operations Associate at Sovereign Wealth Advisors, LLC in Houston, TX. The Operations Associate will be responsible for daily operational tasks, supporting client services, analyzing data, and ensuring efficient business operations.
Qualifications
- Process new investment accounts and account transfers
- Interpersonal Skills and Communication
- Detail-oriented and organized mindset
- Schedule client meetings & customer service follow up
- Experience in financial services operations is important
- Use existing workflows to stay on track
- Excellent attitude and team orientation
- Attendance, punctuality and time management are important