Operations Coordinator

7 days ago


Grand Blanc, Michigan, United States Mainstay Capital Management, LLC Full time
About Us

Mainstay Capital Management, LLC is an independent, fee-only, Registered Investment Advisor with over $4 billion under management. Our CEO, David Kudla, is ranked #1 by Barron's and Forbes in Southeast Michigan. We are committed to providing professional, personalized service and comprehensive solutions for our clients' financial needs.

Salary and Benefits

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience, as well as bonuses available for candidates who obtain relevant certifications.

Job Description

This is a full-time position that requires the ability to work efficiently in a fast-paced environment. As an Administrative Support Specialist, you will be responsible for:

  • Answering phones, greeting clients, and prospective clients with courtesy and professionalism
  • Daily interaction with clients, prospective clients, and custodians to address their requests
  • Processing paperwork and data entry
  • Assisting in trading client portfolios

The ideal candidate will possess excellent communication skills, be proactive, and have the ability to work independently or as part of a team.



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