What are the responsibilities and job description for the Operations Assistant position at Artemis Staffing?
🚀 Join Our Team as an Operations Associate | Elevate Your Career!
Are you a detail-oriented problem solver with a passion for operations, data management, and process optimization? Do you thrive in a fast-paced, collaborative environment where you can make a direct impact on business efficiency? If so, we’d love to have you join our team as an Operations Associate!
Why Join Us?
As an Operations Associate, you’ll play a vital role in ensuring our firm runs smoothly and efficiently. You’ll work with cutting-edge financial technology, manage key operational processes, and collaborate across departments to drive business success. This role offers professional growth opportunities and the chance to contribute to strategic initiatives in a dynamic and growing firm.
What You’ll Do:
✅ Manage and update internal systems, including CRM (MS Dynamics 365), portfolio management (Tamarac), and account aggregation databases
✅ Assist in quarterly fee billing, ensuring accuracy and efficiency in financial processes
✅ Support business intelligence reporting by gathering and organizing key data
✅ Troubleshoot and resolve complex account and data discrepancies
✅ Partner with internal stakeholders to document, review, and refine policies & procedures
✅ Execute client account maintenance tasks and respond to advisor inquiries
✅ Collaborate with leadership on projects and initiatives designed to streamline operations
What We’re Looking For:
💡 Bachelor’s degree in finance, business, or a related field
💡 Familiarity with investment and accounting concepts—a plus if you have experience in financial services
💡 Advanced Microsoft Excel skills—you’re comfortable working with data, formulas, and reporting
💡 Strong problem-solving and analytical mindset—you love finding solutions to complex challenges
💡 Ability to multitask and prioritize in a fast-paced environment
💡 Self-motivated team player with a client-first attitude and a desire for continuous learning
What We Offer:
✨ Salary Range: $65,000yr-$80,000yr (based on experience)
✨ PTO: 3 weeks of vacation along with major holidays
✨ Retirement Match: 401k match up to 10%
✨ Health Benefits: 100% paid for by the company
✨Sick Time: Generous sick time with flexibility
✨ Flexible Fridays during summer months
Join Us:
If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Staffing. Your future awaits in the vibrant city of Lexington, where professional success and personal fulfillment converge!
Salary : $65,000 - $80,000
