Financial Operations Associate / Assistant

Financial Operations Associate / Assistant This role is a critical member of TMS Financial and Tenacity Advisory Group (TAG), two distinct businesses under common ownership. Time will be roughly split 50/50 between TMS Financial and TAG. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group. The Ideal Candidate: TMS Financial Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required) 5+ years of experience in finance or investment industry (preferred but not required) Strong understanding of investment products and financial industry (preferred but not required) Series 7 & 66 preferred but not required Excellent communication and interpersonal skills Detail-oriented and thorough with desire for greatest degree of accuracy Strong organizational and multi-tasking abilities with the ability to prioritize Proficient in computer skills including Word, Publisher, Power Point, Excel, Outlook Ability to quickly learn new computer programs, software and technology, welcome change and a strong desire to continuously learn and improve Ability to work both independently and as part of a team Ability to maintain confidentiality Must pass background check required for securities industry Tenacity Advisory Group Strong understanding of Envestnet and NetX360 trading platforms Interest in managing social media and other marketing campaigns Willingness to independently discover root cause of escalated issues Responsibilities: Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes Input and maintain accurate client information in all appropriate databases and software applications Respond to phone inquiries, research and resolve questions, assist clients with requests Verify that all requests are received and handled to completion Effectively manage and prioritize workflow Client interaction including inbound phone calls, scheduling client appointments, greeting clients Learn and run various specialized financial software applications Create and update various Excel reports, database projects and other special projects as directed Create/run client reports Assist with design of client marketing pieces, website maintenance and social media Plan/develop client appreciation events, announcements, newsletters Potential Future Opportunities: Become a financial advisor Manage investment trading platform Prepare financial plans The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance. Submit your resume to Kris Mlinar at krism@tmsmoney.com