What are the responsibilities and job description for the Operations Associate position at The Drouin Wealth Management Group?
Are you ready to kickstart your career in financial services by diving into the operational heart of an innovative and award-winning firm? At The Drouin Wealth Management Group, our Operations Associates gain hands-on experience in our insurance and operations departments. If you are the kind of person who thrives on learning through doing, eager to contribute as part of a dynamic team while developing your professional skills, then being an Operations Associate may be the right fit. This entry-level role is designed to cultivate your capabilities within the administrative and operational processes necessary for success in financial services.
As an Operations Associate, you will act as an essential support within the insurance and operations departments, assisting in the processing of paperwork and the setup of accounts. This role provides a foundational experience for entry-level professionals, offering the chance to learn on the job and develop critical administrative proficiency with the potential to advance your career within the industry. You will contribute directly to the smooth operation of our financial services firm, all while gaining exposure to industry practices and procedures.
Key Responsibilities:
- Assist in processing paperwork related to insurance and investment applications and account management
- Support the setup of new accounts and maintain accurate records within operational systems
- Collaborate with team members to ensure timely and efficient handling of operational tasks
- Provide general administrative support, participating in various tasks and activities within the operations department
- Engage in learning opportunities that enhance your understanding of financial operations and industry standards
Qualifications:
- High school diploma required; some college coursework or experience in administrative or customer service settings preferred
- Strong organizational skills and attention to detail
- Eagerness to learn and participate in training opportunities related to operations and financial services.
- Bachelor’s degree in finance, business administration, or a related field preferred; or equivalent experience in similar tasks.
- Preferred, but not required: Life Accident & Health, Securities Industry Exam (SIE)
Location Note:
- This is an in-person full-time position at our office in Nashua, NH. Candidates that live more than 45 minutes of commuting to Nashua, NH need not apply.