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Operations Specialist

Job

Truevine Wealth Partners

Longview, TX (In Person)

$46,800 Salary, Full-Time

Posted 4 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 7/2/2026

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Job Description

Operations Specialist Truevine Wealth Partners Longview, TX Job Details Full-time From $22.50 an hour 1 day ago Benefits 401(k) Paid time off 401(k) matching Professional development assistance Qualifications Microsoft Excel Microsoft Outlook Trading Word embeddings Bachelor's degree Attention to detail Full Job Description Operations Specialist Truevine Wealth Partners Longview, Texas In-Office Position Position Overview Detail-oriented individual to support our advisory team in delivering an exceptional client experience. Excellent opportunity for a recent college graduate or career changer seeking to build a long-term career in the field of financial advice and wealth management. Primary Responsibilities
  • Prepare and process account applications
  • Assist with trades and account transactions
  • Prepare client meeting materials and documentation
  • Print and organize client meeting preparation packets
  • Attend client meetings with advisors and assist with follow-ups
  • Assist advisors with client service requests
  • Maintain organized client records and documentation
  • Support administrative and operational projects as needed
  • Make and take client phone calls as needed to provide service Schedule & Flexibility Typical hours are Monday-Thursday 8:00 AM - 5:00 PM and Friday 8:00 AM - 3:00 PM.
However, schedules will vary depending on client needs. The role will require occasional overtime, evening availability, and travel with advisors. Licensing & Development Industry licenses are not required to start. Candidates will be expected to study for and obtain Series 7 and Series 63/65/66, Life & Health Insurance licenses over time. Truevine Wealth Partners will cover exam costs and study materials. Qualifications
  • Bachelor's degree
  • Organized and detail-oriented
  • Strong communication and interpersonal skills
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Professional dress, appearance, and demeanor when working with clients Compensation & Growth Hourly position with overtime opportunities and performance-based bonuses.
Matching 401(k) and financial planning benefits. Truevine Wealth Partners is a growing advisory practice with opportunities for candidates who demonstrate initiative and complete licensing requirements.
Pay:
From $22.50 per hour
Benefits:
401(k) 401(k) matching Paid time off Professional development assistance Application Question(s): Will you pass a criminal background check and fingerprinting.
Education:
Bachelor's (Preferred)
Work Location:
In person