Operations Assistant

Join our team as an Operations Assistant.

We are seeking a motivated and passionate individual with a strong work ethic and positive attitude to assist in serving our clients. We work with a select group of individuals and business owners, executives and retirees to build and preserve tax-efficient income and family wealth. Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management. We take pride in our success and achievements as a team and have been named one of Rochester’s “Top Workplaces” for a number of years! We have great benefits to offer and a thriving positive workplace culture. Please apply for further discussion

Responsibilities

• Scheduling client meetings via email or phone for existing clients.
• Internal system data entry, maintenance and document processing
• Managing client information to ensure that electronic and paper files are complete, organized and secure
• Reviewing all accounts and preparing beneficiary reports prior to client meeting and making any necessary updates to account post meetings.
• Documenting progress and completed tasks in our CRM (customer relationship management software) – with satisfactory detail so that the current status can be easily understood by other members of the team
• Saving client meeting documents into software after client meetings
• Various other duties as necessary to assist in accomplishing department goals
• Creating monthly client meeting report and updating prior months report noting completion of scheduled sessions

Qualifications

• Excellent oral and written communication skills with meticulous attention to detail
• Must be a team player focused on client service
• Effective time management skills and ability to prioritize multiple assignments
• Solid computer skills, including experience with Microsoft office, especially excel spreadsheets
• Proactive and takes initiative.
• Shows a willingness to help clients and colleagues find solutions
• This position will require successful completion of a background check
• Adheres to assigned work schedule and must be punctual

Job Type: Part-time

Pay: $23.00 - $25.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift
• Day shift

Work Location: Hybrid remote in Rochester, NY 14614