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LAM PO XU CPAS: Financial Services Assistant


This is a Full-time position in Arlington, TX posted August 18, 2021.

We are currently seeking an experienced Financial Services Assistant to join our team in our Arlington, TX 76006 location.Who We Are:Lam, Po & Xu CPA’s is a regional public accounting firm with four offices in the Dallas/Fort Worth area since 1988.

Servicing both businesses and individuals, we have a reputation for offering solid accounting solutions and for building long-lasting relationships with our clients.

To learn more about us, please visit us at http://www.Cpacp.Net/About the Role:The primary purpose of the Financial Services Assistant position is to ensure all operational functions are processed efficiently with limited errors, putting the needs of the client first and providing exceptional service every single time.

This position performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of departmental functions and systems.What you’ll do:Core duties and responsibilities include the following.

Other duties may be assignedSetting up new accountsProcessing and reconciling transactionsProcessing distribution requestsCreating transfer requests and monitoring that requested funds have been transferredResearching inquiriesResolving customer service issuesReviewing time sensitive and/or complex documentsOpening customer service logs and following up to ensure resolution and communicating outcome(s) to clientsProcessing account information changesMonitoring cash levels in advisory accounts, rebalancing portfolios, and placing tradesMaintaining systems such as Trade Management Tool (TMT)Maintaining notes in Vest360 and/or Redtail CRM for activities performedMonitoring and updating tasks in Vest360May perform special projects as assignedOur Perfect CandidateMINIMUM QUALIFICATIONS:Education/Experience:1-2 years of experience in financial servicesMandarin Chinese speaking is a plusFINRA Series 7 and Series 66 plusMicrosoft OfficeCompetencies:Ability to work independently and as part of a small teamAbility to organize and work within a procedural environmentDemonstrates professionalismExcellent phone etiquette and communication skillsHigh attention to detailCompany Offers:Competitive salary will commensurate with experience and educationOpportunities for advancementComprehensive benefits package available: (healthcare, vision, dental and life insurances; 401k company match 3%; paid vacation, sick days, personal days and holidays)To Apply:Please submit your cover letter, and resumevia the ‘Apply Now’ button!We are an Equal Opportunity Employer!

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