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Robert Half Financial Services Assistant in Amarillo, Texas

Description We are looking to bring on board an analytical professional for the role of a Service Assistant in Amarillo, Texas. This role primarily involves offering support to our financial advisory team and handling a range of administrative tasks to ensure smooth operations. This role is pivotal in maintaining our high level of service in the financial services industry.

Responsibilities:

• Assist in managing CRM and maintaining accurate records of client interactions.

• Utilize Crystal Reports and other management systems to prepare reports and presentations.

• Handle various accounting functions, ensuring accurate and timely processing of financial transactions.

• Participate in budget processes, assisting in the creation, review, and monitoring of budgets.

• Oversee cash activity, ensuring all transactions are recorded and reconciled accurately.

• Ensure compliance with all regulatory guidelines and internal policies.

• Utilize Series 63 and Series 65 licenses to perform specific tasks as required.

• Manage and maintain records of asset-backed securities.

• Assist in the resolution of customer inquiries and issues related to their credit accounts.

• Monitor customer credit accounts and take action to collect delinquent payments. Requirements • Proficiency in CRM and Crystal Reports is essential

• Demonstrable experience with Management Systems and About Time software

• Strong knowledge of Accounting Functions and Budget Processes is required

• Ability to manage Cash Activity efficiently

• Familiarity with Compliance regulations and processes

• Must hold Series 63 and Series 65 Licenses

• Experience with Asset Backed Securities is a plus

• The candidate must be able to work independently and as part of a team

• Excellent analytical, problem-solving, and decision-making skills are necessary

• Strong communication and presentation skills

• Ability to multitask, prioritize, and manage time effectively

• Bachelor's degree in finance, business, or a related field is preferred.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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