Client planning operations assistant

Job DescriptionJob Description

The Operations Assistant works directly with firm Advisor to provide one-to-one support. This person must have a deep understanding of the company’s vision, mission, and core values, as well as the sales process.

General Responsibilities:

· Managing email as needed to include screening for required responses and follow-up

· Managing calendar to include new scheduling, communicating with parties, confirmations

· Preparing written communications on behalf of senior leadership

· Administrative Tasks, including copying and filing

· Answering phone calls, checking voicemail and disseminating accurately

· Organizing meeting and personal travel, setting and confirming itineraries

· Supporting meetings (agendas, background research, recaps)

· Ensuring the director stays promptly on schedule

· Office organization and restocking, including light cleaning as needed

· Conducting and preparing any research that the director may require

· Occasional personal errands

· Various ad hoc requests

Required Skills and Competencies:

· Strong interpersonal skills

· Verbal and written articulacy

· Technology savvy

· Demonstrates initiative, integrity

· Operates with a sense of urgency

· Detail-oriented

· Well-presented, professional, and polished

Professional discretion and confidentiality- will be required.

· Well-developed time management skills and operational efficiency

· Business acumen: always considers the relevance/impact of each decision on the business

· Treats colleagues and partners with respect: considers and responds appropriately to the needs and capabilities of different people

· Identifies and analyzes problems; distinguishes between relevant and irrelevant information

· Collaborative team player

Skills and Competencies:

· High proficiency in Microsoft Office Suite

· Proficient in Adobe Creative Suite

· Experience with event planning

· Experience ordering and maintaining inventory of promotional items

Company DescriptionWe are a professional financial services office. Our firm has an ongoing partnership with the Southfield MassMutual agency, which is where our office is located. ThinkPro Advisors works with MassMutual and many other companies to provide clients the best solutions possible for client growth and protection. While we are a flexible team, the position should be considered as an in-office job best suited for fast communication and team collaboration.Company DescriptionWe are a professional financial services office. Our firm has an ongoing partnership with the Southfield MassMutual agency, which is where our office is located. ThinkPro Advisors works with MassMutual and many other companies to provide clients the best solutions possible for client growth and protection. While we are a flexible team, the position should be considered as an in-office job best suited for fast communication and team collaboration.