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Financial Date Specialist

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Posted Jun 03, 2022
Job Description

Do you have a passion for delivering legendary customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in The Woodlands, TX is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and have the opportunity to see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities for the Data Specialist:

Preferred but not required:

- 2+ years of experience in a fast-paced financial office environment

- Financial Industry experience preferred

- Series 7, preferred, but not required

- Proficient in Money Guide Pro software and Morningstar Office a plus

- Intermediate to advanced skills with MS Office Suite, specifically Excel, and PPT

- Desire to obtain long-term employment

This position also requires that you possess the following skills:

- Ability to prioritize projects and manage time

- Savvy customer service to include excellent communication – both verbal and written

- Strong follow-through

- Good-natured, positive attitude

- Ability to demonstrate persistence to achieve quality

- Strong organizational skills, detail oriented, proactive, and resourceful

- Friendly, professional phone manner and enjoys working with a variety of clients

- Reliable with exceptional work ethic

- Demonstrate maturity and poise under pressure

- Flexibility to contribute as part of a team as well as independently


- Preparation of Financial Plans, Investment Allocation models, and presentations for client meetings

- Utilize websites and software to obtain client and product information

- Compare existing solutions to those currently available in the marketplace

- Establish and maintain detailed client files

- Ability to demonstrate persistence to achieve quality

- Prepare client correspondence including letters and email correspondence

- Reliable with exceptional work ethic

- Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate

- Assist in client meetings



Job Categories

Job Types(s):   Accounting / Finance

Industry(s):   Banking / Finance

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands

Contact Information

Schroeder Wealth Advisors

Phone:  2813621995

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