Campus Pride Jobs

Northwest Passage Consulting  

Position Overview: Operations Assistant We are seeking an ethical, highly organized, dependable, and motivated Operations Assistant for our client in Liberty Lake, WA. This role serves as the connection point between the front and back office. It is an excellent opportunity for someone passionate about streamlining processes and making a meaningful impact within a dynamic organization. This person is often the first point of contact for the clients when they call into or stop by the office so this person must have excellent customer service skills. As an Operations Assistant, you will support the daily operations of the company to ensure everything runs smoothly. Responsibilities include providing clerical support to stockbrokers and investment advisors during securities transactions, maintaining accurate records, and managing client data. This role requires a team-oriented mindset, the ability to manage confidential information, and excellent organizational skills. This position interacts with the clients so the ideal candidate will thrive on delivering outstanding customer service and contributing to the success of the organization.  

Key Responsibilities and Duties

Answer incoming phone calls and route those calls to the appropriate person. Process incoming and outgoing mail. Deposit checks and facilitate client bank account transfers. Process IRA distributions, charitable donations, estate transfers, and similar activities. Enter trades and transactions into systems with accuracy and attention to detail. Provide exceptional customer service over the phone and in person, addressing client needs professionally and courteously. Set up client accounts and manage related administrative tasks.

Use industry-specific platforms, including Smart Station, to manage tasks (training provided). Perform administrative duties such as data entry and document preparation. Other duties as assigned.

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