Operations Associate Position Available In Hillsborough, New Hampshire

Operations Associate Commonwealth Financial Group – 3.7 Bedford, NH Job Details Full-time $50,000 – $60,000 a year 1 day ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Professional development assistance Life insurance Referral program Qualifications Microsoft Powerpoint Practice management Written communication Microsoft Excel Microsoft Outlook Interpersonal skills Customer service Mid-level Microsoft Office Administrative experience Bachelor’s degree Customer relationship management Organizational skills Associate’s degree 2 years Full Job Description A rapidly growing financial services firm in Bedford, NH is looking for an Operations Associate to work with our Financial Planning associates. Key areas of responsibility Manage calendar and email Onboard new clients and manage the on-going client relationship Execute and monitor the client service model Oversee the processing of new business and client service requests Manage the client relationship database and client files Communicate with insurance and asset management companies Implement marketing initiatives Special Projects and other job duties as necessary Qualifications Associates or Bachelor’s Degree preferred 2+ years of relevant industry experience Proficient with MS Office (Outlook, Teams, OneNote, Word, Excel, PowerPoint) Excellent organizational skills and attention to detail Effective written, verbal and interpersonal skills Ability to work in a team environment with a positive attitude Strong sense of customer service Professionalism, especially in fast-paced situations Ability to maintain the highest level of discretion and privacy Benefits Full-time employees are eligible for the benefits including PTO, Health, Dental, Vision, sick leave, parental leave, company holidays, 401(k) plan, and more. A summary of company benefits can be provided as needed or as candidates near a formal offer. Equal employment opportunity Commonwealth Financial Group is an equal opportunity employer and values diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Hiring Alert We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type:

Full-time Pay:

$50,000.00 – $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Tuition reimbursement Vision insurance

Schedule:

Monday to

Friday Work Location:

Hybrid remote in Bedford, NH 03110