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Kinnelon

    Financial Operations Assistant - Kinnelon, United States - Stawnychy Financial Services Inc.

    Stawnychy Financial Services Inc.
    Stawnychy Financial Services Inc. Kinnelon, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Financial Operations Manager

    Stawnychy Financial Services Inc., a Registered Investment Advisor, located in Kinnelon, NJ. is looking to bring on board an office manager. The Office Manager will organize and coordinate office administration and procedures, to ensure organizational effectiveness, and efficiency. The Office Manager is responsible for managing client communication, streamlining administrative procedures, inventory control, and more.

    The successful office manager is an energetic individual who doesn't mind wearing multiple hats. Experienced in handling a wide range of administrative duties and executive support-related tasks and able to work independently with little or no supervision. Well organized, flexible, and enjoys the administrative challenges of supporting an office. Experience in working in a financial environment is a plus.

    Responsibilities:

    • Maintain office services by organizing office operations and procedures, controlling correspondence, and executing administrative functions.
    • Produce necessary financial reports.
    • Ensure office and finance compliance requirements.
    • Point person for new account onboarding, maintenance, mailing, shipping, supplies, equipment, and errands
    • Responsible for managing office services by ensuring office operations and procedures are organized, and correspondences are filed.
    • Ensure security, integrity, and confidentiality of data
    • Analyze and monitor internal processes
    • Monitor and maintain office supplies inventory
    • Liaise between the advisor and custodians to research potential issues within client accounts
    • Answer and direct phone calls and routing to appropriate

    Benefits:

    • Fulltime employment
    • Profit Sharing
    • 401K
    • Major medical insurance

    Work Remotely

    • No
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