Related skills
salesforce excel powerpoint sharepoint word📋 Description
- Coordinate day-to-day operational activities in fund operations.
- Serve as primary contact for internal operational requests.
- Support data management, reconciliations, reporting, and documentation.
- Partner with cross-functional stakeholders to execute workflows.
- Track, manage, and prioritize incoming requests for deadlines.
- Maintain accurate records and documentation per policies.
🎯 Requirements
- Bachelor’s degree or equivalent practical experience.
- 2+ years in operations/administration/coordinator role; financial services preferred.
- FINRA licensed is a plus.
- Proficiency with MS Office (Outlook, Excel, PowerPoint, Word, SharePoint, Teams).
- Strong communication, organization, attention to detail, and confidentiality.
- Ability to analyze metrics and economic data.
🎁 Benefits
- Medical, dental, and vision benefit plans
- Health Savings Account with a generous employer contribution
- Company paid life and disability insurance
- 401(k) savings plan, with company match
- Comprehensive PTO including vacation, holidays, sick leave, and bereavement
- Volunteer time off up to 16 hours
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