Operations Assistant

Job Summary:netWorthPartners (NWP) is looking for a motivated Operations Assistant to work on a full-time basis with our Retirement Services Team. The ideal candidate is someone who works well in a team environment, has good organizational skills, and is able to multitask in a fast-paced department. You will support the team and interact with various team members daily.Primary Responsibilities:

Support Operations Specialist in all aspects of NWP team support and Customer Service.

Data Entry for Customer Relations Software (SalesForce).

Data Entry for analysis of tax financial information.

Prepare and review the daily reporting of primary client asset reports as per guidelines

Assist with additional assigned tasks as time permits.

Requirements:

Excellent computer and typing skills

Attention to detail

Ability to work with little supervision and self-motivated

Ability to work in a fast-paced environment

Good communication and writing skills

Qualifications and Requirements:

Education: High School Education

Accounting Classes beneficial

Working knowledge of Excel, Word, Outlook, Database Software