Our client is a prestigious, growing financial firm that specializes in
acquiring and managing financial services firms, then merging them with top tier
companies.
Description:
Exciting, fast-paced Investment
Management Firm is seeking a
full-time Operations Assistant
to join our Newport Beach, CA,
headquarters, local candidates
only please. Qualified
candidates should be flexible
and willing to take on various
operational responsibilities as
our company grows. Initial
responsibilities include:
• New account data entry
• Resolution of account issues
• Verification of
monthly/quarterly document
accuracy
• General office support
Qualifications:
• Excellent attention to detail
and accuracy.
• Highly organized and process
focused.
• Desire to learn and help
develop our new accounts and
operations processes.
• Proficient with PC and
Web-based applications.
• Microsoft Word and Excel
knowledge helpful.
• Familiarity with brokerage
account applications helpful.
