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Published by InvestCatholic.com
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Monday, 20 October 2008 |
Position Details:
Job Title: Office Manager
Job Location:
Trinity Fiduciary Partners
306 West 7th Street, Suite 616Fort Worth
Texas 76102
Phone: 817.529.0444
Fax: 817.549.0091
Description:Trinity Fiduciary Partners is a Registered Investment Advisor. Trinity specializes in Catholic Investing and is the Investment Advisor for the Epiphany Funds (www.epiphanyfund.com). Trinity is registered as an insurance agency. Trinity seeks to build a local branch of Matrix Capital Group, Inc, a broker dealer.
Responsibilities include the following:
· Answer calls;
· Phone work including helping clients complete necessary paperwork;
· Help firm provide excellent service clients;
· Basic Compliance;
· Fill out, process, and track paperwork;
· Support advisors. Candidate Requirements:
Candidate Reuirements
Securities experience;
Pershing experience a plus;
Detail-oriented with strong organizational and project management skills;
Excellent communication skills, interpersonal skills and professional presentation;
And Proficiency with Microsoft Office and Outlook. Compensation:
- Flexible schedule;
- $25,000-35,000 annually;
- Bonuses available.
Contact Information: Sam Saladino sam@trinityfiduciary.com817.632.5901
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Last Updated ( Monday, 20 October 2008 )
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