Operations Associate: Entry‑Level Finance Operations

The Drouin Wealth Management Group; Nashua (NH); On-site; USD 36,000 - 48,000; Full time

Job summary

The Drouin Wealth Management Group is seeking an entry-level Operations Associate to gain hands-on experience in our insurance and operations departments. This role is housed at our Nashua, NH office and is designed to develop your administrative and operational skills within a dynamic, award-winning firm.

You will support paperwork processing, account setups and record-keeping, collaborate with teammates, and take advantage of on-the-job training to build a foundation for a career in financial

Qualifications

• High school diploma required; some college coursework or experience in administrative or customer service settings preferred.
• Strong organizational skills and attention to detail.
• Eagerness to learn and participate in training opportunities related to operations and financial services.
• Bachelor's degree in finance, business administration, or a related field preferred; or equivalent experience.
• Preferred, but not required: Life Accident & Health, Securities Industry Exam (SIE).

Responsibilities

• Assist in processing paperwork related to insurance and investment applications and account management
• Support the setup of new accounts and maintain accurate records within operational systems
• Collaborate with team members to ensure timely and efficient handling of operational tasks
• Provide general administrative support, participating in various tasks and activities within the operations department
• Engage in learning opportunities that enhance your understanding of financial operations and industry standards

Skills

Organizational skills

Attention to detail

Willingness to learn

Customer service experience

Education

High school diploma

Bachelor's degree in finance/business administration

Job description

The Drouin Wealth Management Group is seeking an entry-level Operations Associate to gain hands-on experience in our insurance and operations departments. This role is housed at our Nashua, NH office and is designed to develop your administrative and operational skills within a dynamic, award-winning firm.

You will support paperwork processing, account setups and record-keeping, collaborate with teammates, and take advantage of on-the-job training to build a foundation for a career in financial