Operations Assistant

Who We Are:

We are a growth, result and detail oriented financial planning team that loves improving the lives of our clients by helping them build financial freedom. We are looking for an individual committed to long term success, achievement, and helping people!

Responsibilities will initially include:

• Company and department activity reporting (weekly, monthly, quarterly reports)
• CRM Maintenance
• Assisting in client service work, paperwork, and supporting traders and advisors
• Assist with compliance requirements, licensing etc.
• Expense tracking

We are looking for an individual with the following traits:

• Efficient
• Detail Oriented
• Able to multi-task
• Process drived
• Enjoys being a part of a team
• Organized
• Comfortable with strict deadlines and varying workload
• Strong customer service skills

Our Take

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact we have on the families that trust us. This individual loves to be a part of a team and is detail oriented and process-driven. This individual will be directly supporting the Practice Manager to ensure the team is running efficiently and effectively. They should love to work with numbers, reports, and excel, in addition to having a passion for helping people and our clients!

A commitment to excellence and personal growth is mandatory.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401K

*Please note that this role is directly employees with The SKG Team at Barnum Financial Group*

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Financial Services: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person

Salary : $60,000