Entry Level Finance Assistant

G&G Consulting; Houston (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Career development and coaching

Work-life balance

Dynamic and collaborative team environment

Job summary

G&G Consulting in Houston is seeking an Entry Level Finance Assistant who is passionate about helping clients manage their financial goals. You will engage with clients to understand their needs and provide solutions in banking and finance services.

The ideal candidate is a resourceful self-starter with strong interpersonal skills, able to build rapport with customers and work collaboratively within a dynamic team. Join us for a fulfilling career and make a lasting impact.

Qualifications

• Passionate commitment to helping customers.
• Resourceful self-starter with courage to approach customers.
• Basic knowledge of business banking solutions.
• Digitally savvy and able to identify financial alternatives.

Responsibilities

• Communicate with clients to learn about their financial needs.
• Work with clients to resolve debt collection escalations.
• Take ownership to resolve and prevent client debt problems.
• Advise clients on financial and debt management solutions.
• Gather and submit documentation for account approvals.

Skills

Customer Service

Problem Solving

Sales Knowledge

Interpersonal Skills

Job description

At G&G Consulting, we pride ourselves on not just our success, but the success of our customers. Our mission is to help our customers become debt‑free. Through our certified debt consolidation programs, we have been able to help hundreds of thousands of customers by negotiating with creditors on their behalf to reach more favorable terms.

Job Description

We are passionate about delivering exceptional client service and an experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of an Entry Level Finance Assistant to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs.

Why you’re going to love it here as an Entry Level Finance Assistant:

• Participate in fun events to help build your career while enjoying a work‑life balance
• Leaders who support your development through coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and highly performing team
• Ability to make a difference and lasting impact

Responsibilities of the Entry Level Finance Assistant

• Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals.
• Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions.
• Proactively take ownership of, resolve, and prevent further client debt problems.
• Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward‑looking financial & banking plan.
• Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals.
• Gather and submit documentation for approval and payment of accounts.

Qualifications

What we’re looking for in an Entry Level Finance Assistant:

• Passionate commitment to helping our customers.
• Resourceful self‑starter with courage and confidence to approach customers.
• Basic knowledge of specialized sales and business banking solutions.
• Digitally‑savvy and able to identify financial alternatives for our customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

Additional Information

All your information will be kept confidential according to EEO guidelines.