Operations Assistant
An independent firm in Iselin, NJ is seeking an organized, service minded, self starting professional to add to their team as a full time Operations Assistant.
This new team member will be working with the advisor team and paraplanners, assisting with the following:
Collaborating closely with the portfolio management team
Handling daily trading alerts
Preparing planning recommendations and product solutions
Performing meticulous data entry across various financial software.
Client onboarding
Schedule coordination
Document processing
Account maintenance