Operations Assistant

Capital Investment Advisors; Atlanta (GA); Hybrid; USD 40,000 - 48,000; Full time

Job summary

Capital Investment Advisors in Atlanta, GA is seeking an Operations Assistant to join our growing team. The role supports the Client Service Team with a focus on handling client calls, processing account requests, and assisting in quarterly reporting.

A bachelor’s degree and 1–2 years in customer service or operations are preferred, with the ability to work collaboratively and manage deadlines. The position is based in our Atlanta office and offers a hybrid schedule after a successful

Qualifications

• Bachelor’s degree preferred or required for consideration.
• 1–2 years in customer service, operations, or administration or related coursework.
• Strong communication, discretion and ability to manage competing priorities.

Responsibilities

• Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor.
• Monitor inbound client account requests and respond as needed.
• Support quarterly reporting activities for the Client Service Team.
• Participate in Operations Team projects as required.

Skills

Client-first

Discretion

Collaboration

Self-starter

Time management

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.

Operations Assistant

We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player.

The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization.

This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.

Core Functions

• Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor
• Monitor inbound client account requests
• Support quarterly reporting
• Participate in Operations Team projects, when needed

Qualifications & Skills

• Bachelor’s degree, preferred
• 1-2 years of corporate work experience in customer service, operations, or administration or relevant university coursework and/or internship experience
• Client-first attitude
• Handles confidential and highly sensitive information with ultimate discretion
• Proven ability to work collaboratively with others
• Self-starter with the ability to execute tasks with little oversight
• Excellent ability to manage competing priorities
• Excellent communication and time management skills
• Proficiency in Word, Excel, PowerPoint, and Outlook
• Committed to a culture of compliance
• Exhibits the Capital Investment Advisors’ five Core Values in everything they do

Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.