Operations Associate Description The Operations associate plays a critical role in the back-office. With responsibility for the day to day back-office details, the Operations associate helps ensure that clients have a wonderful operational experience. (This is not a sales position)NOTE:Opportunity for future advancement to Team Leader position. The Team Leader plays a crucial role in the smooth functioning of the office. With overall responsibility for the office, the Team Leader must be able to work effectively with other staff members, clients, and the Wealth Advisor(s). Responsibilities & Activities:Processes account paperworkHandles miscellaneous operational activitiesDelivers concierge services to clientsCoordinates all client materialsMakes monthly and quarterly “stay in touch” callsGreets clients and makes them feel comfortable when they visit the officeHandles incoming phone callsOrders and handles office suppliesHandles calendar for the Wealth ConsultantsCreation and sending of correspondenceDevelops and maintains written systems of all their activitiesHandles daily office operationsHandles new business paperworkDevelops and maintains written systems of all their activities Knowledge, Skills & Abilities:Requires:Excellent computer entry and web browsing abilitiesExcellent phone skillsProfessional presentation & genuine interest in serving & caring for other peopleExcellent interpersonal skillsExcellent organizational and time management skillsExcellent attitude and an extraordinary client service orientationAbility to handle multiple tasks and operate in tight deadlinesA strong focus on getting the details right Finger printing (Due to handling sensitive information)Helpful:Previous supervisory experiencePrevious securities industry experience Compensation:This is a Full Time Position (40/hours per week)Base Salary depending on ExperienceHealth Benefits (inquire for more details)PTO plus paid Holiday Office ShutdownIncentive Bonus Submit your resume attention Ryan Langstaff at Ryan@LegacyRA.com Have a Question regarding the Operations Associate? Name Email Address Phone Question Thank you! Oops!