Job Summary:netWorthPartners (NWP) is looking for a motivated Operations Assistant to work on a full-time basis with our Retirement Services Team. The ideal candidate is someone who works well in a team environment, has good organizational skills, and is able to multitask in a fast-paced department. You will support the team and interact with various team members daily.Primary Responsibilities:
Support Operations Specialist in all aspects of NWP team support and Customer Service.
Data Entry for Customer Relations Software (SalesForce).
Data Entry for analysis of tax financial information.
Prepare and review the daily reporting of primary client asset reports as per guidelines
Assist with additional assigned tasks as time permits.
Requirements:
Excellent computer and typing skills
Attention to detail
Ability to work with little supervision and self-motivated
Ability to work in a fast-paced environment
Good communication and writing skills
Qualifications and Requirements:
Education: High School Education
Accounting Classes beneficial
Working knowledge of Excel, Word, Outlook, Database Software