Registered Investment Advisor (RIA) is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment.
Position Responsibilities:
Comfortable interacting with individuals by phone, email, in-person, etc.
Ability to handle sensitive and/or confidential documents and information
Learn key software platforms used by the financial services industry
Position Qualifications:
Strong written and verbal communication skills
Analytical and detail oriented
Ability to be flexible and work under deadlines
Ability to take accountability & ownership of tasks
Experience with Microsoft Excel, Word, PowerPoint, and Outlook is beneficial
1 year of office experience preferred
College degree (Business or Math majors preferred)
New graduates are welcome
Employee Benefits:
Learn personal financial proficiency
Full Medical, dental, and vision
401K profit sharing plan
Paid holidays & vacation
Educational & training courses provided