Operations Coordinator
Walnut Creek Office
The Operations Coordinator position supports both the Service & Client Relations teams. This is a good position for someone who has had experience in a financial planning practice, or for someone who is a quick learner and wants experience in the client side of the financial services profession.
The position will have exposure to a wide range of work including:
Service Team Support
- Database management
- Scheduling, reminders, & meeting preparation
- Scanning & file management
- Books & records management and filing
- Meeting note management & data-entry for plan updates
- Tax return assembly
- More as assigned or dependent on skill level
Client Relations/Business Development Support
- Communications scheduling & management
- Social media
- Advisor outreach and M&A support
- In-office welcome team
- Event preparation
- More as assigned or dependent on skill level
The Ideal Candidate:
- Some experience in the industry, preferably in an independent advisory office. Not required for entry-level applicant.
- Proficient in Windows/PC environment including Outlook, Excel, Word, & who is comfortable learning new technology/computer programs.
- Excellent people & interpersonal skills, who likes working in a team environment.
- Highly organized & detail oriented.
- Experience working in eMoney, Redtail, B/D Intranet environments also helpful. Not required for entry-level applicant.
Compensation package dependent on experience. Position can be tailored for entry-level applicants or more experienced applicant.
The position has room for advancement & may lead to career track in the practice.
Please send covernote & resume to info@vitucciplanning.com