Job Summary:

netWorthPartners (NWP) is looking for a motivated Operations Assistant to work on a full-time basis with our Retirement Services Team. The ideal candidate is someone who works well in a team environment, has good organizational skills, and is able to multitask in a fast-paced department. You will support the team and interact with various team members daily.

Primary Responsibilities:

• Support Operations Specialist in all aspects of NWP team support and Customer Service.
• Data Entry for Customer Relations Software (SalesForce).
• Data Entry for analysis of tax financial information.
• Prepare and review the daily reporting of primary client asset reports as per guidelines
• Assist with additional assigned tasks as time permits.

Requirements:

• Excellent computer and typing skills
• Attention to detail
• Ability to work with little supervision and self-motivated
• Ability to work in a fast-paced environment
• Good communication and writing skills

Qualifications and Requirements:

• Education: High School Education
• Accounting Classes beneficial
• Working knowledge of Excel, Word, Outlook, Database Software