Washington DC based investment firm is looking for an Operations and Administrative Support Associate

Hours/Schedule: Full Time, the first 2 months will be on site in NW and then a hybrid schedule of 3 days on site

Job Type: Direct

Location Requirements: Hybrid, after 2 months of training, 3 days/week on-site

Rate: $60,000 to $70,000 salary based on experience, excellent benefits

Job Description: We are seeking a highly organized and motivated Operations Associate. The successful candidate will provide both administrative and operational support across various departments, ensuring smooth operations and excellent client service.

Responsibilities:

• Organize new documents into respective client accounts.
• Provide general administrative and operational support to our client service teams.
• Communicate with various departments at the firm’s clearing house and coordinate solutions with operations departments.
• Work closely with Account Executives and senior management.
• Become a subject matter expert and a resource for the entire firm.
• Perform other duties as assigned.

Qualifications:

• College Degree
• 1 year of work experience in a brokerage or financial services firm preferred
• Proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Exceptionally well-organized, self-starter with the ability to prioritize tasks and work independently.
• Strong attention to detail and the ability to manage multiple tasks simultaneously.
• Courteous, articulate, and able to work well in a team environment.
• Strong communication skills and the ability to maintain professional client relationships.