Operations Assistant — Financial Planning & Trading Support
Grayling Associates
14 days+
Get more replies from employers
Send a job-specific resume in minutes.
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 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.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
