We are seeking a candidate who is extremely organized, detail oriented, thrives in fast-paced, unpredictable environments, and able to constantly shift priorities to join our rapidly growing financial services team as an Operations Coordinator. This will be a full-time position located in our Troy, Ohio office.
Job Duties:
Work closely with the Operations Team on the following, but not limited to:
· Coordinate and manage solutions on escalated operational issues
· Prioritize issues by order of importance
· Delegate projects and tasks to the appropriate team members
· Coordinate complicated issues into project groups
· Communicate timelines to all parties
· Track the progress of all delegated projects and keep everything moving forward
· Implement processes where issues are recurring or present across more than one team
· Technology liaison
· Manage equipment
· Compile and share various business reports
· Assist in managing Executive Team member schedules and email
The ideal candidate will possess the following:
· Excellent Microsoft Office skills; especially with Excel, Word, and Outlook
· Excellent communication and organizational skills
· Ability to objectively analyze processes/procedures and provide suggestions on ways to improve their efficiency and effectiveness
· Ability to be open-minded and detailed
· Ability to be a self-starter in a fast-paced environment
· Ability to adapt/handle change
· Experience with/understands professional office/workplace etiquette
· No financial industry experience required
· Job requires physical presence in the office(s)
About Katterhenry Investment Group of NEST Capital
NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices, Katterhenry Investment Group being one of those practices. NEST has 78 associates dispersed among 17 offices in 8 different states. Each member of our team is friendly, resourceful, and efficient, has a positive attitude, and aims to exceed client expectations.
Job Type: Full-time
Pay: $50,000.00 - $56,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
Education:
Work Location: In person
