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
Client Relations/Business Development Support
The Ideal Candidate:
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 firstname.lastname@example.org