Capital Investment Advisors · 4 weeks ago
Operations Assistant
Atlanta, GA
Full-time
Hybrid
New Grad, Entry Level
0+ years expCapital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm headquartered in Atlanta. They are seeking an Operations Assistant to support the broader Client Service Team by handling operational duties and assisting with client requests.
ConsultingFinanceFinancial ServicesSmall and Medium Businesses
Responsibilities
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
Qualification
Required
0-1 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
Preferred
Bachelor's degree
Company
Capital Investment Advisors
Capital Investment Advisors is a financial advisor offering Income portfolio management, retirement and investment tax planning.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Reiner
CEO
Mitch Reiner
Managing Partner and Senior Investment Advisor
Recent News
Washington Business Journal
2025-03-25
Washington Business Journal
2025-02-19
Company data provided by crunchbase