Assistant Operations Specialist - Somerset Advisory

HighTower Advisors • Beaufort, SC

399d

About The Position

The Assistant Operations Specialist at Somerset Advisory plays a crucial role in supporting senior advisors by managing their schedules, assisting with financial analyses, and providing operational support to ensure efficient workflows. This position is ideal for individuals looking to start their careers in financial services, offering opportunities for growth and collaboration in a dynamic environment.

Requirements

• Bachelor's degree in finance or related area (new grads welcome to apply).
• 1+ years of financial services experience (including internships).
• Strong operational and technical proficiencies.
• Exceptional resourcefulness and creativity in problem-solving.
• Excellent verbal and written communication skills.
• Ability to work collaboratively in small teams.
• A positive attitude and the ability to thrive in an entrepreneurial environment.

Responsibilities

• Coordinate and manage calendars for senior advisors, ensuring seamless scheduling of client meetings.
• Assist with preparing and delivering financial analyses, reports, and client presentations.
• Provide administrative and technical support to the operations team, ensuring smooth day-to-day workflows.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance.
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver).
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree