Our client in Woodstock, Georgia is looking for an Operations Assistant on a contract to hire basis.
Company Profile : Wealth Management
Wealth Management
Tenured Team
Small Family Office
Operations Assistant Role :
The Operations Assistant will support the daily operations by assisting with various administrative tasks, ensuring efficient processes and excellent client service.
Provide general administrative assistance to the operations team, including scheduling meetings, preparing documents, and maintaining files.
Assist in onboarding new clients, managing client communications, and ensuring a positive client experience.
Maintain and update client records and databases, ensuring accuracy and confidentiality of information.
Support compliance efforts by organizing documentation, preparing reports, and assisting with audits.
Help with the processing of transactions, account openings, and transfers, ensuring adherence to policies and procedures.
Generate regular reports on operational metrics and assist in analyzing data to improve processes.
Team Collaboration : Work closely with other team members to support various projects and initiatives within the firm.
Operations Assistant Background Profile :
Bachelorâ??s degree in business, finance, or a related field preferred
Series 65 license, or willingness to obtain a plus
Previous experience in an administrative or operations role, ideally within the financial services industry.
Strong organizational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and familiar with financial software or CRM systems.
Ability to work independently and as part of a team in a fast-paced environment.
Features and Benefits while On Contract :
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate â??Benefitsâ? tab.
Features and Benefits of Client :
Medical, Dental
Vision , Vacation
Paid Holidays
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship.
The client cannot sponsor any visas.
Disclaimer : Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted.
If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Wealth Management , Series 65, Financial Services
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