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Bilingual Auditing Clerk

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Houston

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

80000.00 USD / Year
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Job Description:

We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.

Job Responsibility:

  • Perform administrative duties to support investment operations and ensure team efficiency
  • Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs
  • Assist in preparing and verifying financial reports to maintain accuracy and compliance
  • Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service
  • Collaborate with team members to streamline operational processes and enhance productivity
  • Maintain detailed documentation and records to support auditing and operational requirements
  • Identify discrepancies and propose solutions to improve data accuracy
  • Conduct periodic reviews of financial data to ensure compliance with internal and external standards
  • Communicate with internal and external stakeholders via phone and email
  • Provide exceptional service and build relationships while handling inquiries

Requirements:

  • Bachelor's degree in Finance, Business, or a related field is preferred
  • At least 2 years of experience in financial services or related roles
  • Strong proficiency in Excel, including the ability to use pivot tables and VLOOKUP functions
  • Fully bilingual in English and Spanish, with strong written and verbal communication skills
  • Highly organized and detail-oriented with a strong analytical mindset
  • Demonstrated ability to manage multiple tasks in a fast-paced environment
  • Proactive approach to identifying and addressing operational needs
  • Strong interpersonal skills to build relationships and collaborate effectively
What we offer:
  • bonus
  • medical
  • vision
  • dental
  • life insurance
  • disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
January 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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