Operations/Administrative Associate

Mainstay Capital Management, LLC; Grand Blanc (MI); On-site; USD 40,000 - 130,000; Full time

Benefits offered by this job

Signing bonus

Bonuses for professional designations

Job summary

Mainstay Capital Management, LLC is seeking an organized administrator/ops professional in Michigan to be the first point of contact for clients. You will answer phones, greet clients, and handle requests from clients and custodians, while ensuring smooth daily operations.

The role emphasizes superior communication, teamwork, and multi-tasking in a fast-paced environment with opportunities for bonuses and advancement as the firm grows.

Qualifications

• Excellent communication and relationship-building skills.
• Experience in financial services industry preferred.
• Proficiency in Microsoft Office Applications.
• Ability to perform efficiently in a fast-paced environment.
• Proactive with ability to work individually or with a team.

Responsibilities

• Answer phones and greet clients and prospective clients.
• Daily interaction with clients, prospective clients, and custodians; address requests.
• Process paperwork.
• Assist in trading client portfolios.

Skills

Communication

Relationship building

Multitasking

Organizational skills

Teamwork

Education

Business degree

Tools

Microsoft Office

Job description

• Excellent communication, and relationship building skills
• Ability to perform efficiently in a fast-paced and demanding environment
• Ability to multi-task
• Excellent organizational skills
• Proactive with ability to work individually or with a team
• Candidates with an operational background as well as demonstrated history of improving processes will be given strong consideration
• First face and voice of Mainstay Capital Management – must be courteous, knowledgeable, and professional
• Total compensation ranges from $40,000 to $130,000 (dependent on experience level)
• $5,000 Signing Bonus
• Bonuses available for candidate willing to obtain CRPC, AAMS, and/or Series 65 designations (among others)

Responsibilities

• Answer phones as well as greet clients and prospective clients
• Daily interaction with clients, prospective clients, and custodians which includes addressing requests from each
• Process paperwork

Mainstay 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/Experience

• Excellent communication, and relationship building skills
• Ability to perform efficiently in a fast-paced and demanding environment
• Ability to multi-task
• Excellent organizational skills
• Proactive with ability to work individually or with a team
• Business degree preferred
• Experience in financial services industry preferred
• Proficiency in Microsoft Office Applications preferred
• Candidates 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 Description

• Answer phones as well as greet clients and prospective clients
• First face and voice of Mainstay Capital Management – must be courteous, knowledgeable, and professional
• Daily interaction with clients, prospective clients, and custodians which includes addressing requests from each
• Process paperwork
• Assist in trading client portfolios

Mainstay 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.