![Monarch Wealth Management LLC](https://media.trabajo.org/img/noimg.jpg)
Operational Specialist
5 days ago
Company Description
Monarch Wealth Management, LLC is a financial firm located in Brighton, NY. Our mission is to understand and address your specific financial needs and goals. From retirement planning to estate planning, we are dedicated to guiding you step-by-step towards your financial aspirations. We believe in holistic financial planning and challenging conventional wisdom in our approach to investing and preserving wealth. Our culture is built upon mutual respect, collaboration, and team success. We are committed to providing the highest level of objective service to our clients.
Role Description
This is a full-time, on-site role for an Operational Specialist at Monarch Wealth Management, LLC in Brighton, NY. The Operations Specialist will be responsible for day-to-day tasks related to servicing client accounts, communicating with clients and coworkers, project management, meeting preparation, and sales support. The role requires attention to detail, strong analytical skills, and the ability to collaborate with team members.
Qualifications
- No financial or sales experience required
- Organizational Skills, Ability to manage multiple tasks
- Analytical Skills, Operations Management, and Project Management
- Excellent written and verbal Communication skills
- Sales experience or Sales support skills
- Attention to detail and problem-solving abilities
- Strong organizational and time management skills
- Experience in the financial industry is a plus
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