Operations Assistant at Centinel Financial Group
Job Description: The Operations Assistant contributes to Centinel Financial Group’s mission of
achieving client excellence by providing exemplary service in the areas of client communications,
recordkeeping and account maintenance. This is a full-time, benefit eligible position and is in our Needham Heights location.
Responsibilities: This role is responsible for the following duties:
• Manage the day-to-day operations of a thriving financial services practice, including but not limited to speaking with clients regularly, fielding customer service inquiries and scheduling appointments, processing paperwork and requests.
• Maintain data across multiple software systems, ensuring accuracy and completion.
• Assist on various marketing projects on an as-needed basis.
Requirements: A successful candidate should have the following skills, education, and experience:
• Bachelor’s Degree, plus 2 years of experience in an administrative and/or sales- related role. Preference given to candidates with prior financial services experience.
• Highest level of professionalism as well as organizational and communication skills.
• Ability to work in a fast-paced professional environment and prioritize tasks accordingly.
Mission Statement: Centinel Financial Group assists individuals, families, and business owners in realizing their financial goals. Through our office we provide financial guidance to clients across the country. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do. The firm is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines – in finance, insurance and investments. Our strategy embraces a team philosophy when working with our clients.
Compensation:
• Salary: Commensurate with experience
• Medical benefits including vision and dental
• 401K plan (eligible after one year of service, immediate vesting)
• Paid holidays, sick leave and personal leave
To Apply: Please contact Julie Patterson, Director of Operations and Supervision, at jpatterson@centinelfg.com
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 160 Gould Street, Suite 212, Needham Heights, MA 02494. 781-446-5000.