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Operations Administrator

3 months ago

South Burlington, United States InTrack Investment Management Inc Full time

Position Overview:

InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. Were searching for individuals who are outgoing, proactive, and ready to manage a diverse set of tasks daily. This is not just a job; its a dynamic role requiring flexibility and a drive to contribute to our firms growth in various capacities.

What We Offer:

  • A competitive salary with potential for growth based on performance.
  • Comprehensive training provided, welcoming candidates without specific financial services experience.
  • Significant opportunities for internal advancement, highlighting our commitment to employee growth. The current holder of this position is progressing to a client-facing portfolio management role.

Your Role:

  • Act as the primary administrative support in our South Burlington office, ensuring operational efficiency.
  • Assist advisors with administrative tasks and client communications daily.
  • Manage inquiries from potential clients, offering information about our services and directing them to the appropriate team members.
  • Setup new client accounts and oversee financial transactions and compliance activities.
  • Participate in and manage projects involving all team members, contributing to the firms growth.

Who We’re Looking For:

  • Someone with a strong connection to Vermont, intending to stay and develop their career here.
  • A natural extrovert who enjoys social interactions, can effectively communicate our mission and services, and is comfortable in a variety of social settings.
  • A motivated individual eager to learn, adapt, and tackle a broad range of tasks with a positive attitude.
  • A person interested in offering their ideas and insights to help expand the firm. We value your contributions – demonstrate your capability, and we will reward you with more significant roles and responsibilities.

Qualifications:

  • Bachelor’s degree required.
  • Exceptional time management and the ability to work independently.
  • Strong communication skills and proficiency in Microsoft Office.
  • A willingness to learn new software and compliance regulations.

Benefits:

  • Health insurance.
  • Paid vacation.
  • Simple IRA Retirement Match

How to Apply: Please include a cover letter with your resume. In your cover letter, highlight why you’re interested in this position, your connection to Vermont, and how you envision contributing to and growing with our firm.

Join InTrack Investment Management, Inc., where your enthusiasm, ideas, and hard work can truly make a difference. Were not just filling a role; were inviting someone to join us in shaping the future of our firm and to seize the strong opportunities for internal growth that we proudly offer.