41 people operations specialist Jobs in boston, ma
Claire Myers Consulting is Hiring an Operations Specialist Near Boston, MA
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Operations Associate to support the firm.
Responsibilities
- Serve as an Executive Assistant
- Support the operations team as well as the advisors in day-to-day tasks and organization
- Help with many aspects of the business as well as maintaining and elevating Company culture
- Collect and analyze personal financial statements from prospects and clients
- Read through company benefits packets and provide feedback and notes to advisors
- Become a specialist on benefits within our target markets, stay up to date on changes
- Build personal financial plans using Northwestern Mutual software
- Accurately input client information as provided by the advisors
- Anticipate which presentation tools will be valuable for each client
- Provide planning recommendations to increase likelihood of clients reaching their goals
- Create new planning tools and calculators
- Assist the planning director with projects
- Support the planning team by being a reliable, thoughtful and collaborative member
- Always be kind and courteous to every Client and Company team member
- Attend team events and volunteer days
Qualifications
- Life & Health Insurance License, Series 7 License (Prefered upon start or obtained within 1 year)
- 1-3 years of experience in financial services
- Degree in Finance, Statistics, or Accounting
Compensation
- $60,000 - $70,000 commensurate with experience plus $12,000-$15,000 bonus based on personal and team performance
- Benefits: Group Health/Vision/Dental coverage, PTO, 401(k), Long/Short Term Disability Insurance
Job Summary
Full Time
$68k-87k (estimate)
04/28/2024
05/15/2024
clairemyersconsulting.com
Sonoma, CA
<25
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If you are interested in becoming an Operations Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Operations Specialist job description and responsibilities
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Work collaboratively across the People & Culture team to ensure People Operations processes remain efficient and purposeful for all teams.
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They have to maintain the quality and efficiency of work around the office premises and ensure excellent output from operations.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Operations Specialist jobs
Knowledge of transportation operations, safety, security, regulations, and customer service may be required.
12/13/2021: Burlington, VT
Build an optimized Operations Specialist resume quickly and easily using your work experience skills in being an operations specialist.
02/18/2022: Omaha, NE
Communicated strong coaching relationships with new field engineers to better acclimate them with new technologies and field operations.
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Extensive experience planning and conducting either manned or unmanned aircraft operations and a professional approach to flight discipline and sound judgment are necessary.
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Some knowledge of best-practice Procure to Pay (P2P), Procurement Operations, Spend Diagnostic, and B2B business marketplace technologies is also a benefit.
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Step 3: View the best colleges and universities for Operations Specialist.
