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Operations Associate at Sage Rutty and Co Inc

Rochester, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

55000.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Asset Movement, Account Opening, Transfer Requests, Industry Regulations, Firm Policies, Client-Facing Interactions, Communication, Collaboration, Problem-Solving, Attention To Detail, Organization, Professional Demeanor, Tact, Courtesy, Training, Onboarding

Industry

Financial Services

Description

Join Our Dynamic Operations Team! We are seeking a detail-oriented and organized Operations Associate to be an integral part of our Operations department—a pivotal hub for asset movement, account opening, and transfer requests. In this role, you will gain a deep understanding of industry regulations and our firm’s policies, contributing to the smooth operation of our firm. Key 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. Qualifications: * 1-3 years of professional or administrative experience; experience in the financial services industry is a plus. * Series 7 and Series 66 licenses preferred (or the ability to obtain them within 18 months). * Bachelor’s Degree preferred. * Exceptional communication, presentation, and organizational skills are a must. * Strong attention to detail and a proactive approach to problem-solving. What We Offer: * A supportive and collaborative work environment. * Opportunities for professional growth and development. * Competitive salary and benefits package. * The chance to be part of a dynamic team that values your contributions. If you are ready to take your career to the next level and make a meaningful impact in our Operations department, we would love to hear from you! Apply Today!

Responsibilities

The Operations Associate will manage and facilitate asset movements, account openings, and transfer requests with precision while developing a thorough knowledge of industry rules and regulations to ensure compliance. This role also involves maintaining professional client interactions and collaborating with team members to streamline processes.