Financial Operations Coordinator

5 days ago


Newport News, Virginia, United States PeopleShare Inc Full time

About the Role

  • We are looking for a talented Financial Operations Coordinator to join our team.
Key Responsibilities:
  • Prepare for client meetings by gathering required data and following up on action items.
  • Maintain client records and coordinate meetings.
  • Support general office operations and ensure compliance with industry regulations and company policies.
  • Assist financial advisors with client communication and inquiry resolution.
Requirements:
  • Bachelor's degree or 3+ years of relevant experience.
  • Proficiency in Microsoft Office, Adobe Acrobat, and CRM software.
  • Excellent communication and collaboration skills.
  • Strong attention to detail and ability to multitask in a fast-paced environment.


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