Pinnacle Partners is assisting with a search for an Operations Specialist/Investment Assistant. This is a high level, Client Services/Customer support based position with administrative duties specific to the financial services industry.
This is a full time, direct hire opportunity that works fully in office on the NE side of Indianapolis. After training there will be the opportunity to work from home on occasion.
Responsibilities
- Provide support to the Portfolio Manager in the form of maintaining detailed documentation on client correspondence in Salesforce
- Gather and verify accuracy and completion of documents
- Follow up with clients on missing documents via email, letters and phone calls
- Assist clients with questions, inquiries and problem solving
- Work heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is ideal
Qualifications
- 5+ years of professional level customer service within a corporate setting
- Excellent written and verbal communication skills and a polished presentation
- Proficient in MS Office, and prior experience working with a CRM, Salesforce preferred
- Strong administrative skills, with a history of working with detailed documentation where accuracy is crucial
- Preference for experience out of the financial services industry
Full benefits package available.
Target salary range is 50 to 55k, plus bonus opportunity.