Operations Administrator
Staff Financial Group
Operations AdministratorGrowing financial services firm located in the Roswell area is currently searching for an Operations Administrator to join their team.This position will support the Operations Group and will primarily be responsible for reviewing client paperwork, data entry/scanning investments, answer questions regarding investments and prepare weekly and monthly reports. Additionally will file/sort daily files for department heads and disburse mail within the Operations Department. The qualified candidate will have at least 1 year related experience working at a Financial Services firm.The firm offers training, a comprehensive benefits package, a pleasant work environment and lots of opportunity for professional growth!
- Job TitlePrepare account paperworkProcess account paperworkCustomer service requestsPrint quarterly statementsUpdate quarterly client account spreadsheetEmail weekly market update letterEmail appointment requestsMail thank you letters, birthday cardsAnswer phonePeriodic...SuggestedWork at officeImmediate startMonday to Friday
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$83k - $127.8k
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$50k - $60k
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