Registered Investment Advisor (RIA) is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment.

Position Responsibilities:

· Comfortable interacting with individuals by phone, email, in-person, etc.

· Ability to handle sensitive and/or confidential documents and information

· Learn key software platforms used by the financial services industry

Position Qualifications:

· Strong written and verbal communication skills

· Analytical and detail oriented

· Ability to be flexible and work under deadlines

· Ability to take accountability & ownership of tasks

· Experience with Microsoft Excel, Word, PowerPoint, and Outlook is beneficial

· 1 year of office experience preferred

· College degree (Business or Math majors preferred)

· New graduates are welcome

CKW Financial Group

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Operations Associate