What are the responsibilities and job description for the Financial Services Operations Assistant position at Art of Wealth Management?
Job Overview
We are seeking a detail-oriented and proactive Financial Planning / Investment Management Operation Assistant to join our team. Our firm is a fast growing local independent financial services firm willing to provide an enormous opportunity for growth and career development. The ideal candidate will possess some experience working in a financial services firm.
Responsibilities
- Assist in the preparation and analysis of financial reports, ensuring accuracy and compliance with regulations.
- Support the operations manager in prepping new client accounts, asset transfers, and ongoing account maintenance.
- Collaborate with various departments to gather necessary financial data for reporting purposes.
- Utilize financial software to streamline processes and improve reporting efficiency.
- Assist in data management via a CRM and data input for advanced financial planning.
Qualifications
- Bachelor's degree in Finance, Accounting, or a related field is ideal.
- Excellent analytical skills with attention to detail and accuracy in work output.
- Ability to work collaboratively within a team environment while managing multiple tasks effectively.
- Strong communication skills, both verbal and written.
Job Type: Full-time
Expected hours: 40 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
- Weekends as needed
Experience:
- Financial services: 1 year (Preferred)
Ability to Commute:
- Reno, NV 89509 (Required)
Ability to Relocate:
- Reno, NV 89509: Relocate before starting work (Required)
Work Location: In person