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.
• Provide administrative services (i.e. correspondences with clients, misc paperwork, etc).
• Mange incoming phone calls.
• Set appointments with existing clients.
• Perform some marketing actives.
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.
Email resume to email@example.com.