Become an integral part of our successful private practice financial services firm located in Mountainside, New Jersey. We are seeking a Full-Time Operations Assistant to provide operational support to the firm, as well as the highest level of customer service to our existing and prospective clients. The ideal candidate for this job is detail-oriented, resourceful, organized, a team player and an excellent problem solver. A steady completion of work in a timely manner is key to success in this position.

The primary responsibilities will include:

Operational/Administrative Support:

Assist in the creation and processing of documents for new accounts for prospective and existing clients Review and verify new account paperwork for completion and accuracy Manage the paperwork submitting process to the firm's back office and applicable third-party managers Identify, address and resolve any discrepancies or issues with documentation, working with clients or product companies/custodians Provide ongoing support to assist in the completion of account rollovers and transfers Update and maintain account information in the firm's CRM database

Qualifications:

Bachelor's degree preferred Administrative/Operational experience required Financial services experience a PLUS Proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

Benefits:

Paid time off Health Benefits Available 401k

Job Type:

Full-time Pay:

$60,000.00 - $65,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off

Experience:

Microsoft Excel:

1 year (Preferred)

Microsoft Powerpoint:

1 year (Preferred) Ability to

Commute:

Mountainside, NJ 07092 (Preferred) Ability to

Relocate:

Mountainside, NJ 07092: Relocate before starting work (Required)

Work Location:

In person