- Junior
- Ufficio in Rochester
Join Our Dynamic Operations Team!
We are seeking a detail-oriented and organized Operations Associate to be an integral part of our Operations department—a pivotal hub for asset movement, account opening, and transfer requests. In this role, you will gain a deep understanding of industry regulations and our firm’s policies, contributing to the smooth operation of our firm.
Key Responsibilities:
- Manage and facilitate asset movements, account openings, and transfer requests with precision.
- Develop a thorough knowledge of industry rules and regulations to ensure compliance and best practices.
- Maintain a professional demeanor, particularly in client-facing interactions, exemplifying tact, courtesy, and clear communication.
- Collaborate effectively with team members and other departments to streamline processes and enhance client satisfaction.
- Assist in training and onboarding new team members as needed.
Qualifications:
- 1-3 years of professional or administrative experience; experience in the financial services industry is a plus.
- Series 7 and Series 66 licenses preferred (or the ability to obtain them within 18 months).
- Bachelor’s Degree preferred.
- Exceptional communication, presentation, and organizational skills are a must.
- Strong attention to detail and a proactive approach to problem-solving.
What We Offer:
- A supportive and collaborative work environment.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
- The chance to be part of a dynamic team that values your contributions.
If you are ready to take your career to the next level and make a meaningful impact in our Operations department, we would love to hear from you!
Apply Today!
