Operations Specialist

  • location: Farmington, CT
  • type: Permanent
  • salary: $45,000 - $50,000 per year

job description

Operations Specialist

Seeking an energetic, financially savvy professional who doesn't mind wearing multiple hats. Individual should be passionate about handling a wide range of customer service, support, and administrative tasks and able to work independently with little supervision. The right candidate will also be open and able to commute to Farmington for 1-2 years then transition to Old Saybrook office. Finance industry, project managment or operations knowledege/experience is a plus! Apply today!!

Responsibilities

Open new client accounts, assist with set up 
Work with advisory team
Manage client data
CRM tracking
Processing transactions
Running reports and report preperation 
Account management
Assist with internal client service projects (year-end tax planning, adopting new technology etc)
Manage email campaigns and create marketing pieces
Work with vendors on event planning and execution 
Manage office/team vendor relationships (bill payments, insurance renewals, town requirements etc)



Skills

  • Appointment Scheduling
  • Confidentiality
  • Operations
  • Filing
  • Written Communication
  • Multi-tasking
  • Organizational Skills
  • Reporting
  • Vendor Management
  • Administrative Duties
  • Problem Solving
  • CRM (3 years of experience is preferred)
  • Verbal Communication
Education
  • Bachelors
Qualifications
  • Years of experience: 3 years
  • Experience level:Entry Level
Shift: First

Working hours: 8 AM - 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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