What are the responsibilities and job description for the Operations Coordinator for Growth-minded Financial Services Firm position at Hawthorne Lane?
This growth-minded financial services firm is seeking an Operations Coordinator to manage general office needs, firm-wide calendars and scheduling, client requests and management, vendor communication, and ad hoc special projects. This firm’s portfolio is stacked with high-profile, exciting client contacts seeking a white-glove experience. The ideal candidate possesses a general knowledge of finance and investment management to best assist clients and mirror colleagues’ service expectations. If you have previous experience in a blended role requiring leadership support to an executive, customer service, business writing acumen and operational vendor management or office support, send in your resume today!
Key Responsibilities :
- Preserve and develop client relationships by assisting with incoming client requests involving administrative support, meeting organization and scheduling, and document preparation and execution.
- Provide excellent service to clients and internal contacts alike by handling administrative calls, scheduling meetings, and ensuring timely follow-ups.
- Coordinate calendars, travel needs, and manage heavy workflow, ensuring all action items and materials are prepared.
- Support the team with administrative tasks such as prepping meeting materials, drafting memos and documents, managing expense reports, and organizing financial paperwork.
- Ensure that all interactions and service delivery align with the firm’s high standards of professionalism and client care.
- Act as the main point of contact for office operational needs including but not limited to office supply inventory management, internal team events, incoming and outgoing mail, internal communication, and much more!
- Support multiple departments within the firm and act as a liaison with vendors and suppliers.
Why You’ll Love Working Here :
What We’re Looking For :
Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
