Finance Operations Support

Job Description

Attention to detail Ability to multi-task and manage time effectively Ability to establish and maintain positive client relationships Ability to diagnose and solve problems creatively Ability to recognize and diffuse potential issues and/or difficult interactions Excellent communication (written and oral) and listening skills Desire and ability to learn quickly and apply knowledge to various situations

Bachelors degree or minimum 2 years financial industry experience

Skills desired: Experience related to retirement products preferred, but not required Current or past Series 7 preferred, but not required Bachelor degree preferred