What are the responsibilities and job description for the Administrative / Operations Assistant (Financial Services) position at My Portfolio Guide, LLC?
Company Description
My Portfolio Guide, LLC, a Registered Investment Advisor, serves investors nationwide with a focus on providing 100% conflict-free advice based on financial goals. The company is committed to acting in the best interest of its clients, free from the conflicts found in many other financial services firms. Utilizing a customized platform with six core portfolio strategies, My Portfolio Guide leverages commission-free ETFs to minimize expenses and enhance diversification and portfolio efficiency. Based in Seal Beach, CA, My Portfolio Guide offers a disciplined and transparent approach to investing.
Role Description
This is a full-time, on-site role for an Administrative / Operations Assistant at My Portfolio Guide, LLC, located in Orange, CA. The Administrative / Operations Assistant will handle various day-to-day tasks including managing operations, providing superior customer service, and assisting in operations management. This role requires a keen eye for detail, strong analytical skills, and the ability to communicate effectively with team members and clients. The candidate will support the firm's operational efficiency and ensure a seamless client experience.
Qualifications
- Operations and Operations Management skills
- Analytical Skills
- Strong Communication and Customer Service skills
- Detail-oriented and highly organized
- Proficiency with office software and tools (ideally has experience with the Charles Schwab institutional platform)
- Ability to work on-site in Seal Beach, CA
- Bachelor's degree in Business Administration, Finance, or related field is a plus