Operations Associate
Description:
The Operations Associate plays a critical role in the back-office operations as well as the front line in setting the tone for the organization. Also, with responsibility for the day to day back-office details, the Operations Associate helps ensure that clients have a wonderful operational experience.
Responsibilities & Activities:
Delivers concierge services to A & A+ clients
Makes monthly and quarterly stay in touch calls
Develops and maintains written systems of all their activities
Handles incoming phone calls
Orders and handles office supplies
Coordinates outside vendors
Coordinates travel arrangements
Assist with Marketing
Processes new accounts, account transfers, new contributions and redemptions, beneficiary changes as directed
Handles miscellaneous operational activities
Writes down 6 Most Important and prioritizes them each day before leaving office
Knowledge, Skills & Abilities:
Requires:
Excellent interpersonal skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
A creative mind
An ability to handle multiple tasks and operate in tight deadlines
Excellent attitude and an extraordinary client service orientation
A strong focus on getting the details right
Excellent organizational and time management skills
An ability to handle multiple tasks and handle stress
Excellent phone skills
Professional presentation
Location: Boise, ID
Compensation: $30,000.00 - $35,000.00 DOE
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
idaho
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