Operations Associate
$45,000–$50,000 year
On-site · Orlando, Florida, United States
Orlando, Florida, United StatesOn-siteFull Time$45,000–$50,000 yearEntry LevelBachelors DegreeUnknown
Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
The Operations Associate role involves working in the Back Office to assist Field Advisors with client account inquiries, account setups, and document guidance. Candidates will need to demonstrate proficiency in Microsoft Office and strong organizational skills.
Required Qualifications
- Strong knowledge of Microsoft Office, Word, Excel, and Outlook
- Good communication skills over phone and email
- Well organized with the ability to prioritize tasks
Desired Qualifications
- Bachelor's degree in Finance/Accounting
- 2 plus years of Customer Service experience
- Familiar with a variety of Financial/Brokerage Industry concepts, practices, and procedures
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