Operations Administrative Assistant
📋 Role Overview & Responsibilities
About Us: Benzor Capital Wealth is a premier wealth management firm dedicated to delivering exceptional service and value to our clients. Join our team and contribute to our mission of excellence in a dynamic and supportive environment.
Role Overview: We are seeking a detail-oriented and highly organized Operations and Administration Associate to manage critical administrative and operational tasks within our company. You will ensure the smooth operation of our office, support senior management, and contribute to the effective management of client relationships.
Key Responsibilities:Appointment Coordination: Schedule and manage appointments with clients and internal stakeholders, maintaining flexibility and efficiency.CEO Calendar Management: Oversee the CEO’s calendar, including planning and prioritizing daily engagements to optimize time management.Documentation and Compliance: Handle sensitive investment paperwork ensuring accuracy, confidentiality, and compliance with regulatory standards.Risk Management: Support risk management protocols and procedures, ensuring alignment with company policies and regulatory requirements.Communication & Coordination: Facilitate communication between internal teams and external partners to ensure smooth business processing.
Preferred Qualifications:Bachelor’s degree in Business Administration, Finance, or a related field. Proven experience in administrative roles within the financial services industry.Strong organizational skills with a keen attention to detail.Proficiency in time management and prioritization.Excellent communication and interpersonal skills.Familiarity with investment documentation and risk management practices.
Competitive Salary with Benefits
Join Us: If you are passionate about finance and thrive in structured, professional environments, apply today to become part of our team. Please submit your resume and cover letter to nick.benzor@vitafinancial.com. We look forward to your application!
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This position is located in Marietta, GA with potential relocation and sponsorship assistance depending on candidate qualifications.
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