Series7 Sales Assistant

Take the Next Step in Your Career With Us! Are you a polished professional with a Series 7 license and a knack for supporting high-energy executives? We're seeking a driven and detail-oriented Series 7 Registered Sales Assistant to join a dynamic team where your organizational talent, client service skills, and market knowledge will shine. If you're ready for a rewarding role with great hours, excellent benefits, and opportunities to contribute to exciting client events, we want to hear from you!

Series 7 Registered Sales Assistant
Houston, TX | Full-time | Financial Services

Why Work With Us: • Standard workweek with early Friday wrap-ups (8–5 M-Th, 8–3:30 Fri)
• Collaborative team culture with chances to support high-level financial professionals
• Comprehensive benefits package including medical and retirement plans
• 2 weeks of paid vacation to recharge and unwind
• Occasional evening events that let you shine in client-facing and planning roles

What You'll Do: • Support a high-energy executive with a mix of administrative and client-facing tasks
• Manage client records and documentation using tools like Redtail and Microsoft Excel
• Coordinate logistics and planning for occasional client events
• Serve as a liaison between clients and custodians, with knowledge of Pershing a major plus
• Maintain calendar organization, prep meeting materials, and ensure smooth office operations

What We’re Looking For: • Active Series 7 license required
• Prior experience with financial custodians; Pershing knowledge is a plus
• Strong Microsoft Excel skills; experience with Redtail CRM is a bonus
• Professional demeanor with executive assistant-level organization skills
• Event planning experience or interest is highly valued
• Positive attitude, attention to detail, and commitment to client service

Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!

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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.