Business Operations Specialist
Magellan Financial & Insurance Services, Inc.
Date: 2 weeks ago
City: Glendale, AZ
Contract type: Full time
Join The Valhalla Group as a Business Operations Specialist
About Us
The Valhalla Group (thevalhallagroup.com) is a boutique financial services firm dedicated to providing tailored investment solutions and personalized client care. We pride ourselves on our commitment to building lasting relationships with our clients, delivering exceptional service, and maintaining a professional yet welcoming environment.
Why Join Us?
We’re seeking a highly motivated Business Operations Specialist to join our team. In this role, you’ll be the cornerstone of client onboarding and office coordination, working closely with our investment advisors to ensure smooth operations and a seamless client experience. If you're tech-savvy, detail-oriented, and thrive in a collaborative environment, we want to hear from you!
Compensation: $45,00 - 60,000 + Bonus Opportunities to earn more comp!
Key Responsibilities
Know someone who might be a perfect fit? Feel free to share this opportunity!
About Us
The Valhalla Group (thevalhallagroup.com) is a boutique financial services firm dedicated to providing tailored investment solutions and personalized client care. We pride ourselves on our commitment to building lasting relationships with our clients, delivering exceptional service, and maintaining a professional yet welcoming environment.
Why Join Us?
We’re seeking a highly motivated Business Operations Specialist to join our team. In this role, you’ll be the cornerstone of client onboarding and office coordination, working closely with our investment advisors to ensure smooth operations and a seamless client experience. If you're tech-savvy, detail-oriented, and thrive in a collaborative environment, we want to hear from you!
Compensation: $45,00 - 60,000 + Bonus Opportunities to earn more comp!
Key Responsibilities
- Client OnboardingWelcome new clients, assist with account setup through Charles Schwab, and ensure a smooth onboarding process.
- Business Flow ManagementMonitor and track key operational workflows, ensuring efficiency and accuracy.
- Advisor SupportWork directly under the investment advisor to coordinate schedules, tasks, and client communications.
- Calendar ManagementSchedule and confirm appointments, manage timelines, and prioritize tasks.
- Event CoordinationHelp plan and execute client and prospect events, ensuring a seamless experience for attendees.
- Office OperationsPerform a variety of office tasks, including setting appointments, managing correspondence, and handling one-off activities as needed.
- Tech-SavvyProficient in using Mac systems and familiar with Microsoft Word and Excel.
- Organized and Detail-OrientedAbility to manage multiple tasks with precision and efficiency.
- DependableA strong work ethic and reliability are essential.
- Strong Typing SkillsComfortable with data entry and written communication.
- Professional and PersonableA welcoming demeanor and strong interpersonal skills to connect with clients and team members.
Know someone who might be a perfect fit? Feel free to share this opportunity!
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