Operations Assistant

6 days ago


Longview, Washington, United States Financial Strategies Inc Full time

As an Operations Assistant - Financial Planning at Financial Strategies Inc., you will play a critical role in supporting our financial planning and wealth management team. The ideal candidate will possess excellent analytical and problem-solving skills, a strong understanding of financial concepts, and the ability to communicate complex information effectively.

**About Us:** Financial Strategies Inc. is a leading provider of financial planning and wealth management services, dedicated to delivering personalized guidance to individuals and families. Our team of experts provides expert advice on investments, financial operations, insurance, and trusts, and we strive to build lasting relationships with our clients.

**Responsibilities:** As an Operations Assistant, you will be responsible for:

  • Researching and resolving account issues or miscellaneous questions for clients and advisors
  • Maintaining files and preparing correspondence and documents for advisors and clients
  • Warmly greeting and assisting clients prior to meetings

**Requirements:** To succeed in this role, you must have:

  • A strong understanding of financial concepts and terminology
  • Excellent analytical and problem-solving skills
  • The ability to communicate complex information effectively

**Benefits:** As a valued member of our team, you will enjoy competitive pay, paid time off, and opportunities for professional growth and development. We offer a dynamic and supportive work environment that fosters collaboration and teamwork.


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