Operations Associate
Quick Apply Full-time 8 hours ago Full Job Description Operations Associate Role Description Job Title:
Operations Associate Reports To:
Operations Manager Job Purpose:
The Operations Associate position is a significant role within our company that supports the Wealth Managers and Relationship Managers on the team.
You will perform client service and operational functions.
This individual requires a polished professional with superior communication, customer service and organization skills.
The Operations Associate reports directly to the Operations Manager and will serve not only as a key member of our team but will be an initial point of contact for the clients of AEGIS Financial.
Company Culture:
AEGIS Financial is a company whose culture is defined by the character of its team members.
As a result, each team member must possess an unyielding desire to exceed client expectations.
We serve our clients the way we want to be served.
Being entrusted with our clients' livelihood and their life's work means that every activity and interaction requires the highest degree of ethics and professionalism.
Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.
AEGIS Financial is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team.
Each team member brings a unique skill set and experience to the organization, and we value and respect everyone's unique talents.
AEGIS Financial expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.
Accountability is also a key element of success.
AEGIS Financial is committed to a proactive culture so that each of us is accountable for the very best service for our clients within a reasonable timeframe.
Principal Accountabilities:
Answer incoming calls from clients, vendors, and prospects during normal business hours Be responsible for client service & operational functions necessary to meet client service requirements.
May need to backup the Client Experience Concierge in greeting incoming clients, visitors, and business associates in a helpful, professional and pleasant manner Act as a liaison between the team and the custodian to get client issues resolved Manages calendar and schedules meetings for clients, prospects and outside vendors Prepares and coordinates documents in preparation for client meetings Open, transfer and close customer accounts and maintain appropriate account records Process all required paperwork to create, maintain and service client's accounts Provides high level fundamental client support in all phases of operational service and account maintenance including telephone coverage, document accuracy, deposits, reports, and actionable items.
Attend client/prospect events and seminars Responsible for coordinating daily client/prospect correspondence Performs daily deposit of checks received into the branch via mail, overnight delivery, or provided directly by the client, ensuring precision and client satisfaction Interacts with Raymond James home office staff to develop cooperative relations and guarantee timely follow through on requests Documents all relevant action items and tasks being tracked in CRM Maintain Client Relationship Management (CRM) for team, as well as leverage the platform to manage the client relationship through mailings, reporting, email tracking, and more, with the goal of implementing well-defined client service models Performs miscellaneous clerical functions including mailings, and various projects for teams or individuals within the firm Copy, fax and file various materials as needed Executes project-related tasks to contribute to the firm's development Cultivates ideas to develop or help improve office systems and protocol Responsible for traveling to and from post office for company mail; sort, process and route incoming and outgoing mail Knowledge/Experience/Skills:
Administrative experience desired 1-2 years of Prior Financial Planning Experience is helpful High School diploma required; college degree strongly preferred Outlook email and calendar Proficient in Microsoft Excel, Word, Adobe PDF CRM Database experience and task management is helpful Ability to improvise and proactively assist in client requests or firm tasks High communication skills (written and oral) Excellent organizational skills - consistent ability to prioritize workflow of self Detailed Oriented Ability to work independently - self-motivated; self-starter Critical thinking and proactive problem solving skills Good analytical skills with the ability to perform semi-advanced math Attributes and Behaviors:
Develops and maintains positive working relationships with others Arrives to work each morning on time Actively shares ideas and information on firm roles, responsibilities and systems Admits to mistakes immediately and works quickly to resolve the issues Maintains a high customer service ethic and is passionate about meeting and assisting clients Takes pride in the achievement of team objectives Assists team members unprompted Keeps pace with changes and acquires knowledge/skills necessary for business development Working Conditions:
Tasks closely governed by policies and procedures; work processes Flexibility in working hours to attend client events, networking or meeting outside normal business hours Professional to Business Casual Dress Code Occasional travel Continuing education Participate in the community
Benefits:
At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance.
Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity.
It's a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination.
We foster a friendly work environment where all associates are considered family.
Additional benefits for the Operations Associate include:
Quarterly bonus plan Health & Group Term Life Insurance Plan 401(k) retirement program with company match Paid Time Off Paid Holidays Continuing Education Reimbursement Plan A complete list of benefits can be found in the Employee Handbook Salary Range:
TBD Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
Operations Associate Reports To:
Operations Manager Job Purpose:
The Operations Associate position is a significant role within our company that supports the Wealth Managers and Relationship Managers on the team.
You will perform client service and operational functions.
This individual requires a polished professional with superior communication, customer service and organization skills.
The Operations Associate reports directly to the Operations Manager and will serve not only as a key member of our team but will be an initial point of contact for the clients of AEGIS Financial.
Company Culture:
AEGIS Financial is a company whose culture is defined by the character of its team members.
As a result, each team member must possess an unyielding desire to exceed client expectations.
We serve our clients the way we want to be served.
Being entrusted with our clients' livelihood and their life's work means that every activity and interaction requires the highest degree of ethics and professionalism.
Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.
AEGIS Financial is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team.
Each team member brings a unique skill set and experience to the organization, and we value and respect everyone's unique talents.
AEGIS Financial expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.
Accountability is also a key element of success.
AEGIS Financial is committed to a proactive culture so that each of us is accountable for the very best service for our clients within a reasonable timeframe.
Principal Accountabilities:
Answer incoming calls from clients, vendors, and prospects during normal business hours Be responsible for client service & operational functions necessary to meet client service requirements.
May need to backup the Client Experience Concierge in greeting incoming clients, visitors, and business associates in a helpful, professional and pleasant manner Act as a liaison between the team and the custodian to get client issues resolved Manages calendar and schedules meetings for clients, prospects and outside vendors Prepares and coordinates documents in preparation for client meetings Open, transfer and close customer accounts and maintain appropriate account records Process all required paperwork to create, maintain and service client's accounts Provides high level fundamental client support in all phases of operational service and account maintenance including telephone coverage, document accuracy, deposits, reports, and actionable items.
Attend client/prospect events and seminars Responsible for coordinating daily client/prospect correspondence Performs daily deposit of checks received into the branch via mail, overnight delivery, or provided directly by the client, ensuring precision and client satisfaction Interacts with Raymond James home office staff to develop cooperative relations and guarantee timely follow through on requests Documents all relevant action items and tasks being tracked in CRM Maintain Client Relationship Management (CRM) for team, as well as leverage the platform to manage the client relationship through mailings, reporting, email tracking, and more, with the goal of implementing well-defined client service models Performs miscellaneous clerical functions including mailings, and various projects for teams or individuals within the firm Copy, fax and file various materials as needed Executes project-related tasks to contribute to the firm's development Cultivates ideas to develop or help improve office systems and protocol Responsible for traveling to and from post office for company mail; sort, process and route incoming and outgoing mail Knowledge/Experience/Skills:
Administrative experience desired 1-2 years of Prior Financial Planning Experience is helpful High School diploma required; college degree strongly preferred Outlook email and calendar Proficient in Microsoft Excel, Word, Adobe PDF CRM Database experience and task management is helpful Ability to improvise and proactively assist in client requests or firm tasks High communication skills (written and oral) Excellent organizational skills - consistent ability to prioritize workflow of self Detailed Oriented Ability to work independently - self-motivated; self-starter Critical thinking and proactive problem solving skills Good analytical skills with the ability to perform semi-advanced math Attributes and Behaviors:
Develops and maintains positive working relationships with others Arrives to work each morning on time Actively shares ideas and information on firm roles, responsibilities and systems Admits to mistakes immediately and works quickly to resolve the issues Maintains a high customer service ethic and is passionate about meeting and assisting clients Takes pride in the achievement of team objectives Assists team members unprompted Keeps pace with changes and acquires knowledge/skills necessary for business development Working Conditions:
Tasks closely governed by policies and procedures; work processes Flexibility in working hours to attend client events, networking or meeting outside normal business hours Professional to Business Casual Dress Code Occasional travel Continuing education Participate in the community
Benefits:
At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance.
Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity.
It's a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination.
We foster a friendly work environment where all associates are considered family.
Additional benefits for the Operations Associate include:
Quarterly bonus plan Health & Group Term Life Insurance Plan 401(k) retirement program with company match Paid Time Off Paid Holidays Continuing Education Reimbursement Plan A complete list of benefits can be found in the Employee Handbook Salary Range:
TBD Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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