Business Operations Assistant
Itzen Bishop Financial Itzen Bishop Financial Upland, CA Upland, CA Full-time Full-time $23 - $30 an hour $23 - $30 an hour 4 days ago 4 days ago 4 days ago The position is offered by Itzen Bishop Financial.
a private wealth advisory practice of Ameriprise Financial Services, LLC, the nation's leading financial planning company & a Fortune 500 company.
This position will be in our Upland, CA office.
Our firm meets the financial planning, investment and advice needs of affluent individuals, small businesses and not-for-profit organizations.
Our team serves approximately 800 clients and small businesses and manages over $800 million in assets.
Position:
Business Operations Assistant.
This role supports the office's work in a variety of areas.
We are open to hiring a recent University graduate though transferable experience from either work-study, internships or work experiene is preferred.
Duties will include the following:
(1) Business Management:
including supporting the team in preparing data and reports for client meetings, tracking the flows of capital into the firm, and coordinating with our corporate office in Minneapolis on business processing.
(2) Client Care:
including insuring client needs are being met based on requests for service, supporting scheduling of client meetings with the advisory team, handling client communications (written, digital and phone).
(3) Operations Support:
including supporting the firm wide operations and logistics to ensure the business continues to operate smoothly across all functional platforms - technology, staffing, supply management, and business processing.
Required
Qualifications:
Bachelor's degree, familiarity with Microsoft Office and customary workplace technology.
Client service and operations experience either through employment or internships.
Must be self-motivated, sociable, and able to develop one's own systems and processes to ensure the position's objectives are met.
Growth opportunities will be provided to assist you on your career path, both through supporting learnings, skill development and pursuit of specializations that can benefit our firm.
Job Type:
Full-time Pay:
$23.
00 - $30.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Relocation assistance Retirement plan Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay COVID-19 considerations:
Our office provides individual workspace areas and follows all required guidelines for workplace safety.
Education:
Bachelor's (Required)
Experience:
Microsoft Office:
1 year (Preferred) Language:
English (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
a private wealth advisory practice of Ameriprise Financial Services, LLC, the nation's leading financial planning company & a Fortune 500 company.
This position will be in our Upland, CA office.
Our firm meets the financial planning, investment and advice needs of affluent individuals, small businesses and not-for-profit organizations.
Our team serves approximately 800 clients and small businesses and manages over $800 million in assets.
Position:
Business Operations Assistant.
This role supports the office's work in a variety of areas.
We are open to hiring a recent University graduate though transferable experience from either work-study, internships or work experiene is preferred.
Duties will include the following:
(1) Business Management:
including supporting the team in preparing data and reports for client meetings, tracking the flows of capital into the firm, and coordinating with our corporate office in Minneapolis on business processing.
(2) Client Care:
including insuring client needs are being met based on requests for service, supporting scheduling of client meetings with the advisory team, handling client communications (written, digital and phone).
(3) Operations Support:
including supporting the firm wide operations and logistics to ensure the business continues to operate smoothly across all functional platforms - technology, staffing, supply management, and business processing.
Required
Qualifications:
Bachelor's degree, familiarity with Microsoft Office and customary workplace technology.
Client service and operations experience either through employment or internships.
Must be self-motivated, sociable, and able to develop one's own systems and processes to ensure the position's objectives are met.
Growth opportunities will be provided to assist you on your career path, both through supporting learnings, skill development and pursuit of specializations that can benefit our firm.
Job Type:
Full-time Pay:
$23.
00 - $30.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Relocation assistance Retirement plan Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay COVID-19 considerations:
Our office provides individual workspace areas and follows all required guidelines for workplace safety.
Education:
Bachelor's (Required)
Experience:
Microsoft Office:
1 year (Preferred) Language:
English (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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