Rhame & Gorrell Wealth Management, headquartered in The Woodlands, Texas, is an independent, fee-only Registered Investment Advisory firm founded on the principles of trust, transparency, and results. As a fiduciary, the firm provides customized financial planning and investment management services designed to prioritize clients’ needs and financial goals.The firm specializes in serving high-net-worth individuals, affluent families, corporate executives, entrepreneurs, and professionals in industries such as energy, technology, and aviation. Rhame & Gorrell serves local and multi-national clients alike, offering a comprehensive suite of services, including retirement planning, wealth transfer strategies, tax optimization, charitable giving, estate conservation, and advanced investment management solutions.Click the link below to speak with one of the many CFP®, CPA, or CIMA® professionals on our team.

• Performed monthly account reconciliations for a number of assets accounts, reviewed general ledgers activity, prepared journal entries and maintained balance sheet accounts.• Bank Reconciliation; Indirect and Fixed Assets adding and depreciating.• Processed payroll tax payments weekly.• Processed, input and followed up on field tickets.• Managed Accounts Receivables- collections, post customer’s payments, revenues and updated receivables by totaling unpaid invoices.• Reviewed, made any edits, processed and executed contracts between the general contractors and subcontractors.• Entered budgets and sub commitments; Prepared the workers compensation allocation reports monthly.

• Managed the daily teller staff operations for the branch.• Ensured each day’s transactions balanced and cash was verified in compliance with bank policies and procedures.• Trained and coached current and new staff members to ensure operational accuracy and achievement of service standards.• Monitored teller’s performance and tracked cash differences.• Prepared, managed and ordered vault cash.• Approved time cards; Conducted end of month reports along with updating process documentation.

• Helped customers manage their accounts and finances.• Advised clients on various financial services based on their needs.• Resolved clients queries and complaints.• Processed applications for credit cards, safe deposit boxes and loan requests.• Presented and sold banking services and products to existing and prospective clients.