Operations Assistant

The Roush Group, an established financial investment firm in the heart of downtown Fresno, CA is currently searching for an enthusiastic Operations Assistant to join its dynamic team. This position will be responsible for assisting the advisors in meeting all client servicing needs while providing exemplary service to clients.

Core duties include, but are not limited to:

• Maintaining an effective system for ongoing client review and service appointments;
• Answering inbound calls and collecting information needed to assist Advisors in follow up;
• Conducting data entry in CRM system, preparing new 401k portals and generating new account paperwork;
• Coordinating client service issues as needed with Administration;
• Preparing advisors as they meet with prospects and following up on issues;
• Performing research and/or special projects related to prospects or existing clients, as needed;
• Supporting advisors in carrying out their role;
• Serving as a liaison between advisors and client service; and,
• Providing additional support, as needed.

The ideal candidate will have a Bachelor’s Degree in Business Administration (or related field of study) and minimum of one-year of administrative experience in a professional environment. Must have excellent verbal and written communication skills, proficiency in Microsoft Office Suite, professional appearance, strong organizational skills, and the ability to multi-task with a high level of attention to detail and critical thinking skills. Industry experience desired, but not required.

Position offers competitive pay based on experience, plus health benefits, 401k, and paid vacation.

An EEO Employer.