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Capital Investment Advisors · 4 weeks ago

Operations Assistant

Atlanta, GA

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Capital 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

Bachelor’s degreeCustomer service experienceOperations experienceWordExcelPowerPointOutlookClient-first attitudeHandles confidential informationCulture of complianceExhibits Core ValuesCollaborative workSelf-starterTime management skills

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