Operations Specialist

The operations specialist will support the business needs of our team. netWorth Partners specializes in retirement solutions for families. Our focus at netWorth Partners is providing exceptional personal service to our clients.
Position Description
Must be able to work with various team members across the organization and ensure all administrative and operations tasks are completed as needed.  Must be proactive to ensure deadlines and the needs of clients are met. Must efficiently provide support and positively contribute to the office culture and client experience. This position is an excellent fit for an individual seeking opportunity within a growing firm.
Specific Responsibilities 

– Provide exceptional Customer Service by developing and maintaining strong relationships with NWP clients.
– Communicate with clients, annuity companies, tax professionals, and other partners effectively
– Set up and maintain client records in Salesforce CRM & other programs
– Provide updates regarding the progress of operations and address any concerns or inquiries
– Preparing clerical & record keeping documents
– All other duties as assigned

Competencies:

– Desire to thrive in a small team environment
– “Client -first” attitude, strong interpersonal skills & inquisitive mindset
– Strong written and verbal communication skills
– Ability to quickly master new systems
– Interest in investment management, financial planning, personal finance a plus