Our client, a wealth advisory firm, is seeking an Operations Associate to join their team in New York! The hours are 9am-5pm Monday through Friday in their Midtown office.Responsibilities:Review and prepare paperwork and spreadsheets pertaining to account openings and closingsServe as the primary point of contact for all forms and revisionsCoordinate with Client Service teams to prepare all new account applications and supporting formsResolve alerts related to all completed forms and follow up to ensure documents are received and processedCreate operational efficiencies, and enhance the overall client and advisor experiences Qualifications:1-3+ years of client service experience/operations experienceBachelors degree requiredProficient in Microsoft Office SuiteOrganized and proactive individual with great attention to detailCompensation/Benefits:Up to $75K depending on experience + bonus 75% paid benefits for medical (offers dental and vision)17 days PTO + holidays401k after three months of employmentBeacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com. We look forward to working with you.Beacon Hill. Employing the Future (TM)
