Operations/Administrative Associate
Mainstay Capital Management, LLC, Grand Blanc, MI, United States
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
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
Assist in trading client portfolios
Skills/Experience
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)
Compensation and Benefits
Total compensation ranges from $40,000 to $130,000 (dependent on experience level)
$5,000 Signing Bonus
Bonuses available for designation attainment (CRPC, AAMS, Series 65, among others).
#J-18808-Ljbffr
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
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
Assist in trading client portfolios
Skills/Experience
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)
Compensation and Benefits
Total compensation ranges from $40,000 to $130,000 (dependent on experience level)
$5,000 Signing Bonus
Bonuses available for designation attainment (CRPC, AAMS, Series 65, among others).
#J-18808-Ljbffr