The Siegfried Group · 4 hours ago
Operations Associate – National Markets & Sales Team (West)
Los Angeles, CA
Full-time
Hybrid
Entry Level
1+ years expThe Siegfried Group is a unique career choice that invests deeply in its people. They are seeking an Operations Associate to support the Business Development team with client acquisition, recruitment responsibilities, and various operational tasks within the National Markets and Sales Team.
AccountingConsultingFinancial Services
Responsibilities
Supporting our Business Development team with matters such as, but not limited to, client acquisition/prospecting, meeting/presentation coordination and support, tracking and documentation of client meetings, account management, organization and planning of client related events
Recruiting responsibilities such as, but not limited to, assisting with zoom screens and in-person interviews, which includes preparation, documentation, and follow-up, along with planning and organization of MY Relationship dinners and events
Organization and tracking of reports such as, but not limited to, expenses, deployments, receivables, qualified leads, meetings, etc. in CRM, Workday, and PowerBI
Assisting on all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST)
Additional support within the office, market, region, or other pertinent departments/personnel to ensure effective and efficient collaboration
Special Projects as required
Qualification
Required
4 Year Degree from Accredited University
Extraordinary intangible attributes aligned with our High Performance Model®, especially humility, chemistry and communication, and mental agility
Passion and aptitude for developing & maintaining compelling connections
Strong networker, including participation in professional & personal networking associations
Faithful Courage: a willingness and flexibility to do something very new and a desire to learn how to engage others in a powerful manner
Determination to become a better leader
Commitment to continually push yourself outside of your comfort zone
Ability to thrive in a fast-paced, growth-oriented environment with a high energy level
Ability to work in a collaborative, entrepreneurial environment with demanding and high-quality expectations
Strong work ethic and professional maturity
Excellent interpersonal skills as well as strong oral and written communication skills
Team player with a strong desire to be an active, long-term participant in the overall growth and vision of the Firm
Strong organizational skills
Ability and willingness to work a minimum of 45-48 hours per week, on average
Direct, Full Time Hire Opportunity
Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)
Preferred
1+ year of Professional Experience
Experience in a client-facing position
Advanced degrees and certifications a plus
Benefits
Robust healthcare coverage
Dental and vision plans
Generous paid vacation and sick time allowances
Paid holidays
A 401k plan with employer match to support your financial goals
A profit-sharing program that allows you to share in the success of our organization
Unique allowances that nurture your physical, emotional, and spiritual well-being
Company
The Siegfried Group
The Siegfried Group provides accounting resource services to accomplish important business.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$64.4M2022-01-11Series Unknown· $21.45M
2021-01-06Series Unknown· $25M
2018-01-11Series Unknown· $17.94M
Leadership Team
Peter Mozzone
Managing Director
Recent News
2025-08-25
2025-07-29
The Philadelphia Inquirer
2025-07-17
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