Operations/Administrative Associate

QualificationsStrong phone skillsExcellent communication, and relationship building skillsAbility to perform efficiently in a fast-paced and demanding environmentAbility to multi-taskExcellent organizational skillsProactive with ability to work individually or with a teamCandidates with an operational background as well as demonstrated history of improving processes will be given strong considerationFirst face and voice of Mainstay Capital Management - must be courteous, knowledgeable, and professionalBenefitsTotal compensation ranges from $40,000 to $130,000 (dependent on experience level)$5,000 Signing BonusBonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others)ResponsibilitiesAnswer phones as well as greet clients and prospective clientsDaily interaction with clients, prospective clients, and custodians which includes addressing requests from eachProcess paperworkJob descriptionMainstay Capital Management can offer an exciting, fast-paced work environment as well as the opportunity to play a vital role in the firm's growth. We are looking for a dynamic, motivated individual to be a part of our administrative/operations team.$5,000 Signing Bonus Skills/ExperienceStrong phone skillsExcellent communication, and relationship building skillsAbility to perform efficiently in a fast-paced and demanding environmentAbility to multi-taskExcellent organizational skillsProactive with ability to work individually or with a teamBusiness degree preferredExperience in financial services industry preferredProficiency in Microsoft Office Applications preferredCandidates with an operational background as well as demonstrated history of improving processes will be given strong consideration.Bonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others).Position DescriptionAnswer phones as well as greet clients and prospective clientsFirst face and voice of Mainstay Capital Management - must be courteous, knowledgeable, and professionalDaily interaction with clients, prospective clients, and custodians which includes addressing requests from eachProcess paperworkData entryAssist in trading client portfoliosMainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $4.5 billion in assets under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.

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