Operations Assistant

Grayling Associates; Woodbridge Township (NJ); On-site; USD 40,000 - 55,000; Full time

Job summary

An independent consulting firm in Iselin, NJ is looking for a detail-oriented Operations Assistant. This role involves working closely with the advisor team and paraplanners to assist with trading alerts, prepare planning recommendations, and develop product solutions. The ideal candidate should be organized and self-motivated, contributing effectively to a collaborative team environment. This is a full-time position located in Woodbridge Township, NJ.

Responsibilities

• Collaborate closely with the portfolio management team.
• Handle daily trading alerts.
• Prepare planning recommendations and product solutions.

Job description

An independent firm in Iselin, NJ is seeking an organized, service minded, self starting professional to add to their team as a full time Operations Assistant.

This new team member will be working with the advisor team and paraplanners, assisting with the following:

• Collaborating closely with the portfolio management team
• Handling daily trading alerts
• Preparing planning recommendations and product solutions