Financial Operation Associate
1418 N Loop 336 W Suite Q , Conroe, TX 77304 Conroe, TX $18-$22 an hour / DOE US
Job Description
NOW HIRING: Financial Operations Associate
Conroe, TX
Industry: Financial Services
Pay: $18–$22/hr (DOE)
Schedule: Full-Time
We’re seeking a Financial Operations Associate with investment/retirement account experience — ideal for someone who has worked as an assistant to a Financial Advisor and understands industry terminology.
Key Responsibilities:
Manage day-to-day office operations
Support financial advisors & assist with client needs
Maintain compliance with industry regulations
Identify process improvements for efficiency
Provide admin leadership & staff support
Requirements:
Bachelor’s degree in Business, Finance, or related field
5+ years in office/financial operations
Knowledge of retirement accounts & financial terminology
Strong organizational & communication skills
Series 7 & 66 licenses a plus (not required)