Operations/Administrative Associate

Qualifications

Strong phone skills

Excellent communication, and relationship building skills

Ability to perform efficiently in a fast-paced and demanding environment

Ability to multi-task

Excellent organizational skills

Proactive with ability to work individually or with a team

Candidates with an operational background as well as demonstrated history of improving processes will be given strong consideration

First face and voice of Mainstay Capital Management – must be courteous, knowledgeable, and professional

Increase your chances of an interview by reading the following overview of this role before making an application.

Benefits

Total compensation ranges from $40,000 to $130,000 (dependent on experience level)

$5,000 Signing Bonus

Bonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others)

Responsibilities

Answer phones as well as greet clients and prospective clients

Daily interaction with clients, prospective clients, and custodians which includes addressing requests from each

Process paperwork

Job description

Mainstay Capital Management can offer an exciting, fast-paced work environment as well as the opportunity to play a vital role in the firm’s growth. We are looking for a dynamic, motivated individual to be a part of our administrative/operations team.

$5,000 Signing Bonus

Skills/Experience

Strong phone skills

Excellent communication, and relationship building skills

Ability to perform efficiently in a fast-paced and demanding environment

Ability to multi-task

Excellent organizational skills

Proactive with ability to work individually or with a team

Business degree preferred

Experience in financial services industry preferred

Proficiency in Microsoft Office Applications preferred

Candidates with an operational background as well as demonstrated history of improving processes will be given strong consideration.

Bonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others).

Position Description

Answer phones as well as greet clients and prospective clients

First face and voice of Mainstay Capital Management – must be courteous, knowledgeable, and professional

Daily interaction with clients, prospective clients, and custodians which includes addressing requests from each

Process paperwork

Data entry

Assist in trading client portfolios

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $4.5 billion in assets under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. xywuqvp Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.