Operations Assistant

Job Summary:

netWorthPartners (NWP) is looking for a motivated Operations Assistant to work on a full-time basis with our Retirement Services Team. The ideal candidate is someone who works well in a team environment, has good organizational skills, and is able to multitask in a fast-paced department. You will support the team and interact with various team members daily.

Primary Responsibilities:

– Support Operations Specialist in all aspects of NWP team support and Customer Service.
– Data Entry for Customer Relations Software (SalesForce).
– Data Entry for analysis of tax financial information.
– Prepare and review the daily reporting of primary client asset reports as per guidelines
– Assist with additional assigned tasks as time permits.

Requirements:

– Excellent computer and typing skills
– Attention to detail
– Ability to work with little supervision and self-motivated
– Ability to work in a fast-paced environment
– Good communication and writing skills

Qualifications and Requirements:

– Education: High School Education
– Accounting Classes beneficial
– Working knowledge of Excel, Word, Outlook, Database Software