Operations Coordinator (Financial Services Firm)

$45,000 - $55,000/Yr

First Financial Group - Tysons, VA

Full-time - Entry Level

Tysons, VA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Coordinator at First Financial Group will play a crucial role in supporting a team of Financial Advisors by providing day-to-day operational assistance in various financial services areas, including life insurance, financial planning, and wealth management. This position emphasizes customer service, organizational skills, and the ability to manage multiple tasks efficiently while maintaining a professional office environment.

Responsibilities

• Welcome clients and guests to the office with a consistent and friendly demeanor.
• Answer and direct phone calls, take messages, monitor voicemails, and respond to inquiries.
• Check the office mailbox, open incoming mail, and manage routine client correspondence in a timely fashion.
• Oversee calendars, schedule client calls and appointments, and coordinate meetings.
• Monitor emails and forward or respond as needed.
• Handle marketing materials, such as Client Welcome packages, letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Assist clients with new business and investment applications by gathering information and ensuring appropriate paperwork is completed and signed correctly.
• Manage routine client service requests and contact appropriate departments for resolution.
• Check the firm's CRM platform for alerts, maintain client files, record activities, and run appropriate reports/spreadsheets.
• Prepare reports for client meetings and follow up on additional tasks.
• Maintain client files (both electronic and paper) in a confidential and compliant manner.
• Perform other duties, including special projects, as assigned.

Requirements

• 2+ years of experience in roles such as an Operations Coordinator, Executive Assistant, or similar office operational support positions within a corporate environment.
• Preferred experience working with financial advisors in areas like life insurance, financial planning, or wealth management.
• Proficient in computer use with a strong working knowledge of Microsoft Office 365, including Word, Excel, and Outlook.
• Ability to work within a CRM database system and maintain proper client records.
• Excellent verbal and written communication skills.
• Strong organizational skills with ability to multitask, including planning, prioritizing, and overseeing concurrent projects.
• Outstanding customer service skills while maintaining discretion and confidentiality.

Nice-to-haves

• Experience in financial services industry
• Personal assistant experience
• Entry level office experience

Benefits

• Free parking
• Health savings account
• Disability insurance
• Health insurance
• On-site gym
• Dental insurance
• 401(k)
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching
• Professional development assistance
• Flexible schedule
• Life insurance
• Retirement plan