Operations Analyst

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Overview:
Boutique Wealth Management firm located in South Park is seeking an Operations Analyst. Full time employment desired but some schedule flexibility is available for the right candidate.

Responsibilities:
• Provide administrative services (i.e. correspondences with clients, misc paperwork, etc).
• Mange incoming phone calls.
• Set appointments with existing clients.
• Perform some marketing actives.

Qualifications:
Possessing insurance or security licenses is a plus. The firm will sponsor the effort to obtain licensing and invest in the development of complimentary skills and capabilities necessary for continued growth and long-term employment.

To apply:
Email resume to jed.wilkerson@nm.com.

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