Operations Specialist - Los Angeles, United States - Empress Investment Group
Description
Are you looking to join a financial planning firm that is focused on making a meaningful difference? Doesn't just talk about doing comprehensive planning, but actually achieves it for clients? If so, we want to meet you We were recently ranked in FORBES as Best-In-State and Top Financial Security Professional categories and are eager to find a passionate team player to join our fast-growing firm.
Lead by women, and focused on women, we are looking for an energetic, driven, and knowledgeable individual who enjoys handling various administrative responsibilities and who is highly organized.
We are looking for an experienced financial services Operations Specialist to help with all of our back-office forms, client service requests, and follow-up to support our day-to-day transactions.
Our LA based women-focused wealth management firm is rapidly growing, and the purpose of this position is to ensure smooth daily operations of the practice while providing superior customer service to existing clients.
Knowledge, Skills, and Requirements:
- Prior experience working in financial industry required
- Highly organized with strong followthrough
- Process driven while completing tasks
- Ability to prioritize daytoday tasks/projects and manage time
- Resourceful in problem resolution
- Thrives in a fastpaced environment
- Ability to learn quickly and adapt to change
- Enjoys completing and processing paperwork
- Proficiency across all basic software and computer programs (Word, Excel, Microsoft Suite, OneDrive, Adobe/PDFs)
- Strong customer service and data entry skills
- Bachelor's degree preferred
- Strong writing skills (no typos or spelling errors)
- Attention to detail is a MUST
- Ability to follow company policies
- Ability to work independently and on a team
- Experience with CRM software (we use RedTail)
Salary:
$55,000 to $75,000 DOE
Benefits (Full-time):
- 401(k)
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location:
- Los Angeles, CA 9000
- Will consider remote for qualified applicants
Application Question(s):
- Have you worked in the financial services or banking industry?
Education:
- Bachelor's degree (preferred)
Experience:
- Financial industry (required)
Pay:
$55, $75,000.00 per year
Benefits:
- 401(k)
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Financial services: 1 year (required)
Work Location:
In person
