Operations Support

We are currently seeking a Operations Support person to join a dynamic, growing, established financial planning firm.? This is a rewarding career within the operations department.? The right candidate must be highly motivated, committed to following systems, hard working practical thinker and able to see complex transactions.

?

This position calls for a candidate looking for a professional work environment, who enjoys implementing and following systems and procedures to ensure efficiency and high quality client service.? The right candidate will be driven to maximize both client satisfaction and firm profitably through their efforts.

?

Responsible will include:
Customer Service
Setting up new accounts
Processing account transfers
Overseeing processing of Systematic withdrawls and periodic check requests
Implementing the trading recommendations of the principals

?

Qualified Candidates Must Posses:
Excellent time management skills
Experience in the financial services industry
Series 7 is a plus
Minimum two years work experience is required

?