Operational Assistant

4 weeks ago


Mountainside, United States ClearFocus Full time

Become an integral part of our successful private practice financial services firm located in Mountainside, New Jersey. We are seeking a Full-Time Operations Assistant to provide operational and marketing support to the firm, as well as the highest level of customer service to our existing and prospective clients. The ideal candidate for this job is detail-oriented, resourceful, organized, a team player and an excellent problem solver. A steady completion of work in a timely manner is key to success in this position.  


The primary responsibilities will include:  

Operational/Administrative Support:

  • Assist in the creation and processing of new account documents for prospective and existing clients
  • Review and verify new account paperwork for completion and accuracy
  • Manage the paperwork submitting process to the firm’s back office and applicable third- party managers
  • Identify, address and resolve any discrepancies or issues with documentation, working with clients or product companies/custodians
  • Update and maintain account information in the firm’s CRM database
  • Provide ongoing support to assist in the completion of account rollovers and transfers
  • Creating and maintaining physical and electronic files – general filing, creation of files, scanning and shredding of documents
  • Providing general office administrative support

Marketing Support:

  • Assist in the development and execution of marketing strategies including digital campaigns, social media and content creation
  • Work in coordination with our Advisor Marketing Platform to maintain our website and utilize marketing tools to help build our brand and support and stay in touch with clients
  • Implement ongoing marketing efforts to create awareness amongst clients and new prospects
  • Support the creation and execution of client events - maintain calendar, create invitations/mailing lists, post-event analysis

Qualifications:

  • Bachelor’s degree preferred
  • Administrative/Operational experience required
  • Financial services experience a PLUS
  • Marketing/Social Media experience a PLUS
  • Proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

Benefits:

  • Paid time off
  • Health Benefits Available



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