Operations Associate

Assist with daily operations and workflow management.
Maintain files and organizational systems as assigned.
Data entry in company database, web forms, and paper formats.
Help clients with forms and other paperwork.
Assist clients with online account access, as well as navigation to reports and account information.
Answer and transfer phone calls, screening when necessary.
Be a team player and contribute to a warm, caring office environment.
Perform other related duties as assigned.

Friendly interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Proficient in Microsoft Office Suite or related software.
Ability to work independently and as part of a team.

Associate’s degree required; Bachelor’s degree in related field preferred.
Prefer two years of experience in an administrative role; financial industry experience not required.

Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.

Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and enjoy serving clients in a fiduciary capacity.

Competitive compensation and benefits package
Base salary ranging from $48,000 to $75,000 based on qualifications and experience
Reimbursement of approved professional development expenses
Customized career development process
Flexibility and career growth opportunities in an established and high-growth firm