What are the responsibilities and job description for the Business Operations Associate position at Magellan Financial & Insurance Services, Inc.?
Join The Valhalla Group as a Business Operations Specialist
About Us
The Valhalla Group (thevalhallagroup.com) is a boutique financial services firm dedicated to providing tailored investment solutions and personalized client care. We pride ourselves on our commitment to building lasting relationships with our clients, delivering exceptional service, and maintaining a professional yet welcoming environment.
Why Join Us?
We’re seeking a highly motivated Client Relations Specialist to join our team. In this role, you’ll be the cornerstone of client onboarding and office coordination, working closely with our investment advisors to ensure smooth operations and a seamless client experience. If you're tech-savvy, detail-oriented, and thrive in a collaborative environment, we want to hear from you!
Compensation: $45,00 - 60,000 Bonus Opportunities to earn more comp!
Key Responsibilities
- Client Onboarding: Welcome new clients, assist with account setup through Charles Schwab, and ensure a smooth onboarding process.
- Business Flow Management: Monitor and track key operational workflows, ensuring efficiency and accuracy.
- Advisor Support: Work directly under the investment advisor to coordinate schedules, tasks, and client communications.
- Calendar Management: Schedule and confirm appointments, manage timelines, and prioritize tasks.
- Event Coordination: Help plan and execute client and prospect events, ensuring a seamless experience for attendees.
- Office Operations: Perform a variety of office tasks, including setting appointments, managing correspondence, and handling one-off activities as needed.
Qualifications
- Tech-Savvy: Proficient in using Mac systems and familiar with Microsoft Word and Excel.
- Organized and Detail-Oriented: Ability to manage multiple tasks with precision and efficiency.
- Dependable: A strong work ethic and reliability are essential.
- Strong Typing Skills: Comfortable with data entry and written communication.
- Professional and Personable: A welcoming demeanor and strong interpersonal skills to connect with clients and team members.
Apply today to join The Valhalla Group and help us continue to deliver outstanding service to our valued clients.
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