What are the responsibilities and job description for the Operations Assistant position at Capital Investment Advisors?
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Operations Assistant
We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player.
The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Functions:
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Operations Assistant
We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player.
The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Functions:
- Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor
- Monitor inbound client account requests
- Support quarterly reporting
- Participate in Operations Team projects, when needed
- Bachelor’s degree, preferred
- 1-2 years of corporate work experience in customer service, operations, or administration or relevant university coursework and/or internship experience
- Client-first attitude
- Handles confidential and highly sensitive information with ultimate discretion
- Proven ability to work collaboratively with others
- Self-starter with the ability to execute tasks with little oversight
- Excellent ability to manage competing priorities
- Excellent communication and time management skills
- Proficiency in Word, Excel, PowerPoint, and Outlook
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors’ five Core Values in everything they do