Wealth Operations & Projects Specialist

U.S. Capital Wealth; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Paid time off

Continuing education support

Job summary

U.S. Capital Wealth in Houston is seeking an Operations Specialist to support the Chief Administrative Officer and team. The role requires a highly organized, proactive individual with strong critical thinking and discretion in a fast-paced financial services environment.

You will coordinate projects, manage onboarding for advisors, document processes, and ensure business continuity. Travel to other branches may be required; several benefits accompany the position.

Qualifications

• Become proficient in core firm systems (custodial platforms, CRM, onboarding tools, reporting software).
• Excellent organizational skills and keen attention to detail.
• Strong technology skills including Microsoft Office with advanced Excel.
• Desire to obtain FINRA registrations - SIE, Series 7 & 66.
• Ability to prioritize shifting responsibilities.
• Willingness to travel to other branches or future offices.
• Professionalism in all relationships and discretion with confidential information.

Responsibilities

• Provide high-level administrative and project management support to the Chief Administrative Officer (CAO).
• Coordinate and track multiple projects and firmwide initiatives with documentation, deadlines, and deliverables.
• Assist with onboarding for financial advisors and related workflows and system entitlements.
• Provide backup support to the central operations team to maintain business continuity.
• Arrange meetings, agendas, materials, action items and follow-ups; manage travel and expenses.

Skills

Organizational skills

Detail-oriented

Critical thinking

Project management

Emotional intelligence

Discretion

Prioritization

Tools

NFS

Schwab

Fidelity IWS

Wealthbox

DocuSign

Job description

U.S. Capital Wealth in Houston is seeking an Operations Specialist to support the Chief Administrative Officer and team. The role requires a highly organized, proactive individual with strong critical thinking and discretion in a fast-paced financial services environment.

You will coordinate projects, manage onboarding for advisors, document processes, and ensure business continuity. Travel to other branches may be required; several benefits accompany the position.