General
Kirtland Financial Management, a Registered Investment Advisory firm located in Coral Gables, is seeking an Operations Assistant to work full-time. Competitive salary and benefits offered.
This position reports directly to the Operations Manager and assists with performing varying and high-quality client service processes and provides internal office support. Under general supervision, the OA uses advanced skills gained through training and experience to provide proactive and efficient support to the Operations Manager. The OA follows established procedures to perform routine tasks, such as reception duties, answering calls, scheduling meetings, maintaining database, and preparing meeting materials. General guidance and direction is given to perform other work with substantial variety and complexity requiring limited decision-making responsibility. The OA demonstrates the ability and initiative to resolve most problems and refers new or unusual issues to appropriate colleague.
Company Culture
KFM is a company whose culture is defined by the character of its members. As a result, each member must possess a strong desire to exceed client expectations. KFM serves its clients the way its members want to be served. Being entrusted with clients’ life savings means that every work day activity and interaction must be highly ethical, professional, enthusiastic, and focused. KFM wants to be known for its attention to detail, efficiency, and accuracy in all its endeavors.
Position Requirements
§ Possess a pleasant and service-oriented demeanor and telephone manners
§ Business-appropriate attire
§ Superb verbal communication skills to clearly and professionally convey information
§ Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a dynamic work environment
§ Quick learner who demonstrates excellent work ethic
§ Close attention to detail to ensure reports and correspondence are accurate
§ Effective problem-solving skills and ability to follow instruction and adhere to deadlines
Additional requirements include:
§ B.A. degree preferred or minimum four years professional support experience
§ Experience using related technology, software planning tools and presentations
§ Working knowledge of investment concepts and of practices used in the securities industry
If hired, applicant will need to be fingerprinted and undergo a complete background check as is required by our Broker/Dealer, Raymond James Financial Services, Inc.