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Operations Associate

3 months ago

Mission Woods, United States Strategic Wealth Partners Full time
Job DescriptionJob Description

OVERALL FUNCTION:
Provide day to day office support that allows the Firms’ Advisors to focus on building
client relationships.
Act as a liaison between the Advisors, fellow team members and Northwestern Mutual home office as appropriate.
Work under specific direction of the Director of Operations and Firms’ Partners for any tasks that require Investment registration, exercised judgment or discretion.

RESPONSIBILITIES:
Task and Activity Tracking
Incoming Mail
Outbound Mail

QUALIFICATIONS
Ability to work in a fast paced and ever-changing environment
Strong ability to work autonomously on independent tasks and projects
Strong communication skills, verbal and written
Attention to detail with the ability to work with a high degree of accuracy
Ability to maintain a high degree of confidentiality
Ability to build rapport with team members and Advisors