Financial Analyst Assistant

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Job description

Applications without resumes will not be considered. This position is located in The Woodlands, Texas. The selected individual will need to commute to the office daily. Remote work is not available, and relocation will not be offered for this position.

D. Hilton Associates Inc., one of the most recognized credit union consulting firms in the country with more than 35 years of experience, is seeking a highly motivated individual to join our dynamic team in The Woodlands, Texas as a Financial Analyst Assistant. This is a great opportunity to gain industry knowledge in a fast-paced work environment.

Supporting a successful, tenured financial advisor/investment professional, this administrative position requires a unique combination of senior executive level project management skills in a fast-paced team environment. Excellent written and spoken communication, as well as quantitative data/math experience and Microsoft Office skills are required (e.g., Word, Excel, PowerPoint, etc.). Responsibilities include writing, proofing and assisting with written reports; creating, proofing and assisting with elaborate Excel spreadsheets and working on special projects.

Strong communication skills are imperative to interact with all levels of important external clients, as well as internal contacts. This person must be exceptionally organized, self-motivated and intuitive. Independent judgment is required to plan, prioritize, and organize a diversified workload.

Qualifications:

• Bachelor's Degree in Business or related field.
• Minimum of 3 years experience within an office environment

• Skills and requirements include:
• Exceptionally strong math, quantitative and analytical skills
• Extremely robust Microsoft Excel skills
• Comfort with working with extensive data and numbers
• Ability to demonstrate precise attention to detail
• Self-starter and detail-oriented
• Ability to work independently while demonstating excellent oral and written communication skills
• Accuracy and timely delivery of client reports
• Well-organized, efficient, and productive under pressure due to tight time constraints
• Positive attitude with a proactive mindset
• Excellent time management skills
• Proficiency with Microsoft Office (e.g., Word, Excel, PowerPoint, etc.)
• Desire/ability to work successfully in a small firm environment