Financial Operations Coordinator

3 weeks ago


New York, New York, United States Integrity Wealth Strategies Full time
About the Role

We are seeking a highly skilled and organized Financial Operations Coordinator to join our team at Integrity Wealth Strategies. This is a part-time position that will provide administrative support and contribute to the success of our organization.

The ideal candidate will have a strong background in financial services, with experience in QuickBooks, MS Office, and other software applications.

Key responsibilities include managing client relationships, processing paperwork, and performing various administrative tasks.

This role offers a competitive salary of $42,000 - $52,000 per year, commensurate with experience.

Requirements:

  • BA/BS degree or equivalent experience
  • 2+ years of experience in a similar role
  • Strong knowledge of financial industry terminology
  • Excellent communication and organizational skills
  • Familiarity with QuickBooks and MS Office

Benefits:

  • Flexible scheduling
  • Opportunity for professional growth and development
  • A dynamic and supportive work environment


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