Operations Assistant

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

Qualifications & Skills

• 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