Operations Assistant

  • location: Catonsville, MD
  • type: Permanent
  • salary: $50,000 - $60,000 per year
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job description

Operations Assistant

Do you have experience in financial industry? Do you have solid organizational and time management skills? Are you self-motivated, team oriented and willing to juggle multiple tasks at once? Then I have the opportunity for you! A financial organization in Catonsville is searching for a direct hire (permanent) Operations Assistant to join their team. The responsibilities of the role include but are not limited to:

- Provide support to financial advisors and clients
- Support the Director of Operations to ensure consistent and efficient workflow
- Foster a positive client experience while assisting clients over the phone, through email and in face to face meetings
- Daily management of reporting and the remote check deposit process
- Organize, process and track detailed assignments & tasks
- Weekly analyze negative balance reports and high cash value reports
- Prepare and maintain documents & reports for annual compliance review
- Work with financial advisors to prepare financial reports for client meetings

Working hours: 8:30 AM - 5:00 PM

- Ability to work together as a team to achieve goals consistent with the organization's strategic plan
- Ability to work in a fast-paced work environment
- Flexible, self-starter
- Able to multi-task while also being highly detail-oriented
- Excellent follow up skills
- Proficiency with Microsoft Excel, Word and PowerPoint



- Bachelor???s Degree required
- 3 - 5 years of operations and administrative experience within the financial services or asset management industry
- Knowledgeable of best-practices in finance and compliance
- Proven experience managing quality and content of financial and accounting data/reporting
- Candidate will be subject to a credit and background check if given offer

If this sounds like you, please submit applications here or send directly to katie.boyd@randstadusa.com with 'Financial Operations Specialist' as the subject line.

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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