Operations and Services Associate

Description

JOB RESPONSIBILITIES
• Answer and process all incoming calls. Place calls as necessary to clients, vendors and employees.
• Process incoming business daily.
• Record sales and commissions on an excel blotter.
• Assist with the Financial Consultant's (FC's) daily deposits.
• Process all incoming/outgoing U.S., overnight, and interoffice mail.
• Track FC weekly reporting requirements and maintain chronologically.
• Prepare sales management reports and monthly/quarterly program reports as requested.
• Track all referrals in Microsoft Access database consistent with intranet reporting.
• Maintain Procedures Manual; provide timely editing as necessary.
• Maintain FC's directory/weekly schedule.
• Assist FC's with client inquiries, setting appointments, calendar maintenance, marketing, compliance
and revenue tracking.
• Create and analyze data, collected from different sources, in Excel and Access.
• Possible limited travel to non-OSJ offices for audit preparation.
• Complete all bank and broker/dealer required training.
• Maintain office supplies and organization.
• Image all paperwork in Image Centre.
• Other duties as assigned.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
• High School diploma or equivalent with 2 years office experience
• Securities and insurance licenses a plus
• Driver's license required
• Excellent oral and written communication skills
• Must be proficient with all components of Microsoft Office, internet and email
• Experience with contact management systems preferred
• Excellent organization skills, detail-oriented and data entry accuracy
• Good interpersonal/customer service skills
• Able to prioritize multiple tasks, work independently and meet deadlines
The above statements are intended to describe the general nature and level of work being performed by
people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties
and skills required of personnel so classified.
WORKING CONDITIONS
• Normal office conditions
• Travel required
• Light lifting

The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.

Requirements

Candidates may be subject to the following screenings:

Credit Check, Drug Testing, and Criminal Background Check