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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