Operations and Planning Associate - Lisle, United States - Sebold Capital Management, Inc.

Description

Conduct research to support financial planning strategies.

• Assist in the preparation of informative and engaging PowerPoint presentations for client meetings.
• Provide administrative support to ensure smooth operations.
• Assist with required client paperwork preparation.
• Master systems such as CRM, custodian, and other financial planning programs.
• Basic Understanding of

Financial Concepts:
A basic understanding of financial terminology and concepts will be advantageous in supporting the planning team.

• Excellent Organizational Skills: The ability to efficiently manage multiple tasks, prioritize responsibilities, and maintain meticulous attention to detail is essential in this role.
• Strong Communication Skills: Clear and effective communication, both written and verbal, is crucial for interacting with team members and clients.
• Proficiency in

Office Software:

Familiarity with Microsoft Office suite (Word, Excel, PowerPoint) and other relevant software tools is important for completing administrative tasks and preparing client presentations.

• Resourcefulness and Problem-

Solving Abilities:

The capacity to think critically, solve problems independently, and adapt to changing priorities is highly valued in our fast-paced environment.

• Customer Service Orientation: A friendly and professional attitude, along with a commitment to providing exceptional service to both internal and external stakeholders, is key.
• High Level of Autonomy: The ability to take ownership of tasks, work independently, and make decisions confidently is important, given the level of autonomy expected in our office culture.

THIS IS NOT A REMOTE POSITION.


Pay:
$58, $68,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years
• Under 1 year

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights

Application Question(s):

Work Location:
In person