MINIMUM QUALIFICATIONS:

• High school diploma or equivalent.
• Basic experience in warehouse operations or machine shop environments.
• Familiarity with inventory management systems or software.
• Ability to lift and move moderate weights safely.
• Strong organizational skills and attention to detail.

PREFERRED QUALIFICATIONS:

• Previous experience in a financial services or related industry environment.
• Certification or training in warehouse management or machine shop operations.
• Knowledge of safety regulations and compliance standards relevant to warehouse and machine shop settings.
• Proficiency with computerized inventory and asset management tools.
• Basic mechanical skills or experience with equipment maintenance.

SKILLS:

The required skills such as organizational ability and familiarity with inventory systems are essential for accurately tracking and managing supplies and equipment, ensuring that the machine shop and warehouse operate without interruption. Attention to detail helps in maintaining precise records and conducting thorough audits, which supports compliance and operational efficiency. Physical stamina and safe handling skills are necessary for managing materials and equipment safely. Preferred skills like mechanical aptitude and knowledge of safety regulations enhance the assistant’s ability to perform minor repairs and maintain a secure work environment. Proficiency with computerized tools streamlines inventory management and communication with other departments, facilitating timely procurement and resource allocation

ABOUT THE ROLE:

The Machine Shop & Warehouse Assistant plays a crucial role in supporting the operational efficiency of our financial services environment by managing and maintaining the physical assets and inventory related to our machine shop and warehouse facilities. This position ensures that all equipment and materials are properly organized, tracked, and maintained to support the smooth functioning of our funds, trusts, and other financial vehicles operations. The role involves coordinating with various departments to fulfill equipment and supply needs promptly, thereby minimizing downtime and enhancing productivity. The assistant will also be responsible for adhering to safety protocols and maintaining accurate records to comply with regulatory standards. Ultimately, this position contributes to the overall success of the organization by ensuring that logistical and mechanical support functions are executed with precision and reliability.

RESPONSIBILITIES:

• Manage the receipt, storage, and distribution of machine shop tools, parts, and warehouse inventory.
• Maintain accurate inventory records and perform regular stock audits to ensure availability and prevent shortages.
• Coordinate with procurement and operations teams to replenish supplies and equipment as needed.
• Assist in the maintenance and minor repair of machine shop equipment to ensure operational readiness.
• Ensure compliance with safety standards and organizational policies within the machine shop and warehouse areas.
• Support the organization and cleanliness of the warehouse and machine shop to promote a safe working environment.
• Prepare and process documentation related to inventory movement, equipment maintenance, and supply requests.