Junior Operations Associate, Advisory

The Operations Associate has the responsibility of providing operations, onboarding, reporting, and client assistance to Financial Advisors. JOB REQUIREMENTS (EDUCATION, EXPERIENCE, SKILLS, AND CAPABILITIES) Bachelor's degree in business administration, Finance, or related field preferred. Requires a minimum of 1 to 2 years of work-related experience. Excellent attention to detail, self-starter, and driven. Strong organizational and time management skills with the ability to prioritize. Customer service attitude, team player, and proactive. Ability to work under pressure and manage time-bound projects. Excellent communication skills, both written and verbal. Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook). Bilingual (English/Spanish). JOB SKILLS Communication Customer Service English, Spanish Microsoft Excel Microsoft Outlook Microsoft PowerPoint Microsoft Word Organization Skills Time Management Career Level - IC1#J-18808-Ljbffr