Sage Rutty & Co., Inc ยท 16 hours ago
Operations Associate
Rochester, NY, US
Full-time
Onsite
Entry Level
$40K/yr - $55K/yr
1+ years expSage Rutty & Co., Inc is seeking a detail-oriented and organized Operations Associate to be an integral part of their Operations department. In this role, you will manage asset movements and account openings while ensuring compliance with industry regulations.
Financial Services
Responsibilities
Manage and facilitate asset movements, account openings, and transfer requests with precision
Develop a thorough knowledge of industry rules and regulations to ensure compliance and best practices
Maintain a professional demeanor, particularly in client-facing interactions, exemplifying tact, courtesy, and clear communication
Collaborate effectively with team members and other departments to streamline processes and enhance client satisfaction
Assist in training and onboarding new team members as needed
Qualification
Required
1-3 years of professional or administrative experience; experience in the financial services industry is a plus
Exceptional communication, presentation, and organizational skills are a must
Strong attention to detail and a proactive approach to problem-solving
Preferred
Series 7 and Series 66 licenses preferred (or the ability to obtain them within 18 months)
Bachelor's Degree preferred
Benefits
A supportive and collaborative work environment.
Opportunities for professional growth and development.
Competitive salary and benefits package.
Company
Sage Rutty & Co., Inc
Sage Rutty & Co. is a financial services company offering trust services and financial planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Lohwater
Chief Compliance Officer
Company data provided by crunchbase