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College of the Mainland
PT Office Assistant II
Career Insights for Personal Financial Advisor (General)
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$115,322 / year median in Texas
+17% projected growth
Job Description
Posting Number:
AS423P Contract Length:
N/A Class Summary:
Responsible for providing a variety of administrative support duties to ensure the success of planning, organizing, and executing the operations of day-to-day program services of Upward Bound. Candidates Eligible toApply:
Internal/External Position Type:
Non-Exempt Staff Position Funding Type:
Grant Minimum Education/Training/Experience Associate Degree in Business Administration or similar degree, certificate, or equivalent experience, including a minimum of two years of applicable experience. Preferred Education/Training/Experience TRiO background and/or experience Minimum Knowledge & Skills Knowledge of secondary and postsecondary education settings Ability to multi-task, prioritize, and meet deadlines Budget management Computer applications involving the design and management of databases and spreadsheets for the development and submission of special reports Detail oriented in record keeping practices Application of regulations, policies, and procedures Operation of standard office equipment Highly organized Strong oral and written communication Foster a cooperative and collaborative work environment Preferred Knowledge & Skills Bilingual in Spanish Event / Activity planning Licensing/Certification Requirements N/A Job Duties Performs specialized administrative support to the Director related to the planning, organizing, and coordinating or program activities Enters, reviews, and retrieves data and prepares reports, using computer software. Handle confidential information appropriately and exercise care in safeguarding information. Serves as a liaison between students, staff, the community, and the College in relation to the program and its activities. Ability to identify students' needs prior to directing them to the appropriate faculty or staff member. Willingness to help students enjoy their interactions with the College and its employees. Arranges meetings and appointments by securing and reserving rooms with notifications and courtesy reminders; secure meal and lodging reservations and deposits. Assists Director and/or other departmental staff in accounting for program funds, performance standards, as well as preparing financial requisitions, and general office support. Attend various virtual trainings/webinars regarding TRIO programs policies: Evaluation, Recordkeeping and Reporting Student/Project Performance and Budget Management and Statutory/Regulatory Requirements, along with any applicable training provided by the College. Physical Requirements The position requires lifting 15 pounds, the ability to push a cart, and assist with event set-up..Minimum Salary Range:
$13.52Mid Point Salary Range:
$13.52Posting Will Be Open Until Filled:
Yes EEO Statement College of the Mainland is an affirmative action/equal opportunity institution and does not discriminate on the basis of race, color, sex, age, national origin, religion, disability or veteran status. College of the Mainland does not discriminate on the basis of disability in the recruitment and admission of students, the recruitment and employment of faculty and staff, and the operation of its programs and activities, as specified by federal laws and regulations within Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990 and 1992. Quick Link to Share for Direct Access to Posting https://jobs.com.edu/postings/3858Benefits
- Dental Insurance