We are seeking a candidate who is extremely organized, detail oriented, thrives in fast-paced, unpredictable environments, and able to constantly shift priorities to join our rapidly growing financial services team as an Operations Coordinator. This will be a full-time position located in our Troy, Ohio office.
Job Duties:
Work closely with the Operations Team on the following, but not limited to:
- Coordinate and manage solutions on escalated operational issues
- Prioritize issues by order of importance
- Delegate projects and tasks to the appropriate team members
- Coordinate complicated issues into project groups
- Communicate timelines to all parties
- Track the progress of all delegated projects and keep everything moving forward
- Implement processes where issues are recurring or present across more than one team
- Technology liaison
- Manage equipment
- Compile and share various business reports
- Assist in managing Executive Team member schedules and email The ideal candidate will possess the following:
- Excellent Microsoft Office skills; especially with Excel, Word, and Outlook
- Excellent communication and organizational skills
- Ability to objectively analyze processes/procedures and provide suggestions on ways to improve their efficiency and effectiveness
- Ability to be open-minded and detailed
- Ability to be a self-starter in a fast-paced environment
- Ability to adapt/handle change
- Experience with/understands professional office/workplace etiquette
- No financial industry experience required
- Job requires physical presence in the office(s) About Katterhenry Investment Group of NEST Capital NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices, Katterhenry Investment Group being one of those practices.
NEST has 78 associates dispersed among 17 offices in 8 different states. Each member of our team is friendly, resourceful, and efficient, has a positive attitude, and aims to exceed client expectations.
Job Type:
Full-time Pay:
$50,000.00 - $56,000.00 per year
Benefits:
Dental insurance Health insurance Paid time off Retirement plan
Work Location:
In person