Operations Associate/Office Manager
4 weeks ago
Job Summary:
We are seeking an experienced Operations Associate/Office Manager to join our team at Parallel Advisors, LLC. As a key member of our operations team, you will be responsible for managing day-to-day office operations, implementing new client accounts, and providing exceptional client service.
Responsibilities:
* Manage front office duties, including handling mail, answering phone calls, and greeting visitors
* Maintain check logs and deposits, as required
* Optimize the client experience through efficient operations and service
* Manage operational needs of clients during the onboarding process
* Serve as a resource to financial advisors in onboarding client relationships
* Participate in cross-functional projects to improve quality and efficiency
Requirements:
* Operational knowledge in new accounts, cashiering, transfers, and account maintenance
* Strong organizational, analytical, communication, and interpersonal skills
* Ability to work in a fast-paced environment with multiple demands and competing priorities
* Excellent English written and verbal communication skills
* Broker/Dealer platform experience a plus
* CRM experience, specifically Salesforce, a plus
* Experience with Google Suite, a plus
Benefits:
* Salary based on experience
* Opportunity for discretionary incentive awards
* Benefits including health care, dental, vision, and 401k plans
* Opportunity for professional accreditation and continuing education requirements
About Parallel Advisors, LLC:
Parallel Advisors is a fast-growing, independent Registered Investment Advisory firm. We provide financial services to our clients, helping them achieve their financial goals. Our team is dedicated to delivering exceptional client service and support.
If you are a motivated and organized individual with a passion for operations and administration, we encourage you to apply for this exciting opportunity.
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