This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Boutique Recruiting - Westerville, OH
posted 3 months ago
Full-time - Entry Level
Hybrid - Westerville, OH
11-50 employees
Administrative and Support Services
About the position
The Operations Assistant role at a financial advisory firm in Westerville, Ohio, involves supporting three advisors with a focus on back-office tasks and some client-facing responsibilities. The position is essential for facilitating coordination and addressing service-related needs, making it a key support role within the team.
Responsibilities
- Primarily support the Managing Director and three other advisors as needed
- Handle new account paperwork and create reports for client meetings
- Conduct research on client needs and change beneficiaries
- Perform heavy administrative tasks, including lease administration
- Manage service-related needs and act as a point of contact for clients
Requirements
- 1-3+ years of experience in a similar role
- Experience in RIA/Broker Dealer environments
- Series 65 or Series 7 license preferred
- Proficiency with financial trading software
- Strong administrative skills and attention to detail
- Experience working as an LPL as a custodian is a plus
- Ability to work onsite 100% at their office in Westerville, Ohio
Benefits
- Fixed annual bonus
- Up to 3 weeks of sick time and PTO per year accrued
- Simple IRA with 3% match
- Alternative Healthcare coverage options for the employee
- Easy office commute and free parking options
- Flexible work hours & early finish every Friday
- Opportunity for a hybrid work model after 1st year
