Operations Associate | Allentown, Pennsylvania

Reference Number: DW6252
Location: Allentown, Pennsylvania

Judson Group has partnered with a well-regarded RIA in Allentown, PA to add an Operations Associate to their team. The ideal candidate will have strong communication, organizational, and technology skills and a desire to work in a fast-paced, collaborative environment.

Key Responsibilities:

  • Coordinate the opening and closing of accounts with clients and custodians
  • Maintain information on the CRM system
  • Be involved in the review and creation of marketing materials and pitchbooks
  • Participate in the review and implementation of technology and software initiatives
  • Interact with clients and industry professionals
  • Administrative and support functions for general day-to-day office operations
  • Provide support for projects and ad-hoc requests, as assigned by management

Requirements:

  • 2+ years of experience, preferably in the financial services industry
  • Bachelor’s degree
  • Proficient in Microsoft Office, particularly Excel, Outlook, Word, and PowerPoint
  • Strong attention to detail and accuracy
  • Ability to organize, multi-task, prioritize and work in a deadline environment
  • Excellent communication and interpersonal skills, both verbal and written
  • Interest in expanding knowledge and skills

Location: Allentown, Pennsylvania

Compensation: Competitive base salary and benefits

Reference Number: DW6252

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