Operations Associate - New York, United States - R.F. Lafferty & Co., Inc.

Description

About us
We are professional, customer-centric and supportive.


Our work environment includes:

• Modern office setting
• Food provided
• Workfromhome days
• Growth opportunities

Responsibilities:

• Assist with compliance surveillance
• Review reports and distribution
• Support the operations team with administration
• Collaborate with crossfunctional teams to support operational efficiency and effectiveness.
• Provide support in the preparation of budgets, forecasts, and financial reports.
• Assist with the coordination of external audits and examinations.
• Ability to learn backoffice systems and external vendor platforms

Requirements:

• Bachelor's degree in Business Administration, Accounting, Finance, or a related field.
• Strong knowledge of GAAP (Generally Accepted Accounting Principles) and GAAS (Generally Accepted Auditing Standards).
• Familiarity with FINRA and SEC regulations is preferred.
• Excellent analytical skills with attention to detail.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Opportunity to obtain industry licensing; SIE, Series 7, 63, 24

Note:
This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, and skills required.


Pay:
$55, $65,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location:
Hybrid remote in New York, NY 10005