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Operations assistant

Elevate Financial Partners
Newport, CA Full Time
POSTED ON 1/2/2025 CLOSED ON 1/30/2025

What are the responsibilities and job description for the Operations assistant position at Elevate Financial Partners?

Company Description

Elevate Financial Partners is a wealth management and financial planning firm based in Newport Beach, California. The firm provides custom portfolio construction, institutional investment strategies, complex life insurance planning, estate planning, and holistic financial planning services. Elevate also offers pre and post tax strategies, virtual CFO services, and accounting services with in-house CPA's and attorneys.


Role Description

This is a full-time role for an Operations Assistant at Elevate Financial Partners. The Operations Assistant will be responsible for daily operational tasks, supporting operations management, ensuring customer service excellence, and utilizing analytical skills to streamline processes. This role is based in Newport Beach, CA.


Qualifications

  • Operations and Operations Management skills
  • Analytical Skills
  • Strong Communication skills
  • Customer Service experience
  • Ability to prioritize and multitask effectively
  • Attention to detail and organizational skills
  • Experience in financial services industry is a plus
  • Bachelor's degree in Business Administration or related field
  • Life Insurance License
  • 2-3 years of experience
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