Sales Assistant (Wealth Management)

Location: In-office in Azle, Texas, United States

Company

hirify.global provides banking and wealth management services.

What you will do

• Provide sales, service, and execution support for new and ongoing client relationships.
• Gather, prepare, review, and verify client documentation and related information.
• Process client, account, and transaction details in relevant systems and prepare reports.
• Support implementation plans and ensure compliance with standard regulations and procedures.
• Serve as a point of contact for clients, client teams, and service partners, escalating servicing issues when needed.
• Provide general administrative support.

Requirements

• Associate degree or equivalent education and experience.
• Typically 3+ years of related experience or relevant product knowledge.
• Accuracy and attention to detail, effective communication, and critical-thinking skills.
• Ability to manage multiple priorities, support customers, and follow established policies and procedures.
• Must work in-office in Azle, Texas.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, risk management, and employee contribution.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Paid holidays, occasional absence days, parental leave, and 15 to 25 vacation days depending on career level and service.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.