Operations Associate Advisor for Financial Services

hace 7 días


Colombia Ll Oefentherapie A tiempo completo

At Ll Oefentherapie, we are seeking a skilled Operations Associate Advisor to provide operational support to our Financial Advisors.

About the Role

The ideal candidate will have a strong background in business administration and excellent communication skills. The selected candidate will be responsible for providing operations, onboarding, reporting, and client assistance to our Financial Advisors.

Responsibilities

  • Provide Operations Support: Assist with day-to-day operations, including administrative tasks, data entry, and record-keeping.
  • Onboarding and Training: Ensure a smooth onboarding experience for new clients, including training and education on our services.
  • Reporting and Analytics: Generate reports and analyze data to help us better understand our clients' needs and improve our services.
  • Client Assistance: Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues promptly.

Requirements

  • Bachelor's Degree in Business Administration: A degree in business administration or a related field is preferred.
  • Minimum 1-2 Years of Work Experience: Requires a minimum of 1 to 2 years of work-related experience.
  • Excellent Communication Skills: Strong verbal and written communication skills are essential.
  • Organizational and Time Management Skills: Ability to prioritize tasks, manage time effectively, and meet deadlines.
  • Customer Service Attitude: A customer-focused attitude and strong interpersonal skills are required.
  • Ability to Work Under Pressure: Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
  • Knowledge of Microsoft Platforms/Software: Familiarity with Microsoft platforms/software (Word, Excel, PowerPoint, Outlook) is necessary.
  • Bilingual (English/Spanish): Bilingual skills are an asset.

Skills and Qualifications

  • Communication
  • Customer Service
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Organization Skills
  • Time Management

Salary: We offer a competitive salary of $60,000 - $80,000 per year, depending on experience.



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