Business Operations Associate
1 week ago
We are seeking a highly organized and detail-oriented Business Operations Associate to join our team. In this role, you will be responsible for providing exceptional administrative support to our Financial Advisors.
Key Responsibilities- Assist in the opening and maintenance of client accounts and records, ensuring accuracy and compliance with regulatory requirements.
- Perform various administrative tasks, including word processing, filing, answering phones, and preparing mailings.
- Provide outstanding customer service support to clients, responding to their inquiries and resolving any issues in a timely manner.
- Collaborate with Financial Advisors to obtain necessary documents and information from clients.
- Organize and maintain complete client account and trade-related records, ensuring confidentiality and security.
- Prepare reports and other information as requested by Financial Advisors.
- Bachelor's degree or equivalent required; 2+ years of experience in a similar role.
- Excellent communication, organizational, and time management skills.
- Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
- Able to work in a fast-paced environment and adapt to changing priorities.
- Familiarity with the investment brokerage industry and securities regulations an asset.
- An estimated salary range of $45,000 - $60,000 per year, commensurate with experience.
- A comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off.
- A dynamic and entrepreneurial work environment with opportunities for growth and professional development.
- A commitment to diversity, equity, and inclusion, and a culture that values innovation and collaboration.
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Business Development Associate
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Business Development Associate
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