Operations Coordinator


Primary Responsibilities:

  • Prepares sales meeting materials and client deliverables
  • Utilizes software for report creation
  • Sets and confirms appointments
  • Coordinates with service providers to obtain necessary information
  • Manages/updates databases
  • Provide support to sales advisor


Knowledge, Skills, Abilities Required:
  • Excellent written and oral communication skills
  • Strong organizational skills with the ability to multi-task
  • Accurate typing skills
  • Capacity to respond appropriately to clients and escalate issues to management if necessary
  • Ability to apply problem-solving skills to complete tasks
  • Must work well in a team environment with a positive attitude


Preferred Experience:
  • Strong working knowledge of Microsoft Office products and/or other computer software systems
  • Financial, Investment or Banking Experience Preferred


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