Personal Investment Assistant
📋 Role Overview & Responsibilities
Personal Investment Assistant
Houston, TX
Personal Investment Assistant Part-time or Full-time/Direct Hire Position
Personal Investment Assistant Job Location - This position is preferably in office, with potential for hybrid for the right candidate.
Personal Investment Assistant Position SummaryIn this position, as a personal investment assistant, you will be assisting a successful attorney, entrepreneur, and owner of an investment firm with management of his personal investments.
Personal Investment Assistant Duties and ResponsibilitiesKeep up with, understand, and monitor his portfolio of investments and other endeavors.
Personal Investment Assistant Preferred QualificationsAccounting and/or bookkeeping experience. CPA not required.Previous experience working with investments is strongly preferred.Experience with Excel and QuickBooks.Strong attention to detail.Bachelor’s Degree or equivalent experience.
Personal Investment Assistant Pay & Benefits SummaryCompensation package is flexible and will be commensurate with experience. This position could be part time or full time with flexibility.
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This position is located in Houston, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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