What are the responsibilities and job description for the Financial/Investment Operations Support position at Sterling Financial Planning, Inc.?
Operations Management Support
Sterling Financial Group
Sparta, NJ
We are an established firm that has been successfully practicing financial planning in Northern New Jersey for more than 30 years. Due to our growth, we have a position open for a qualified operations contributor. We are looking for an operations employee who is highly motivated and comfortable learning new technologies.
The members of our firm work in a team environment that encourages innovation, learning, a passion to serve our clients, and each member's growth.
What you will do:
- Processing trade orders with our custodians
- Accurately complete paperwork for new and existing accounts
- Assist in general servicing of client accounts
- Working with our various technologies and software
- Work with the team to implement the financial plan and investment solutions.
What we seek:
- Bachelor’s degree
- Strong verbal and written communication skills
- Good organizational and time-management skills
- Enjoy working in small firm environment
What we offer:
- Competitive compensation commensurate with experience.
- 401k plan with employer contribution.
- Employee benefits (e.g., Health insurance, cafeteria plan, long-term disability, life insurance).
- Training for the right candidate
Job Type: Full-time
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Sparta, NJ 07871: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person