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Wealth Management Finance & Operations Specialist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-24
Listing for:
CORDA Investment Management
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Business Administration, Financial Consultant -
Administrative/Clerical
Business Administration
Job Description & How to Apply Below
CORDA Investment Management is seeking an Accounting & Operations Specialist to support financial operations and client services. Located in Houston or Dallas, the role requires attention to detail, proactive problem-solving, and experience in financial services.
In this key position, you will assist in billing, conduct client outreach, and support various administrative tasks. Proficiency in Quick Books and Excel is preferred, with an emphasis on strong organizational skills and client-service orientation.
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