Ready to love what you do? Then you're ready for Sage Rutty.

You don't become the oldest, locally-owned financial services firm in the Rochester area by accident. At Sage Rutty, we know that our success is directly tied to our people. Since 1915, we've set ourselves apart by working hard to recruit and retain top professionals in our industry who share our firm's traditional values and unwavering ethical standards. We work hard to earn our reputation as a great place to work. Our environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations on a daily basis. We offer a highly-competitive compensation and benefits package with a strong focus on professional growth and development.

Sage Rutty is seeking an Operations Associate. Successful candidates will demonstrate strong organizational skills as well as attention to detail. Our Operations department is a hub for asset movement, account opening, and account transfer requests. and the Operations Associate will develop and utilize an intimate knowledge of industry rules and regulations, as well as firm policies. This role demands professional demeanor, particularly in client-facing interactions, where tact, courtesy, and clear communication are essential.

 Qualifications

• 1-3 years professional or administrative experience, industry experience is a plus
• Series 7 and Series 66, or ability to complete within 18 months, required
• Bachelor's Degree preferred
• Candidate must have excellent communication, presentation, and organizational skills