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Operations Associate -Financial Services- Grow With Us! #14337572

Madison Trust Company
Montvale, NJ Full Time
POSTED ON 4/7/2024

Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We've been rated one of NJ's best places to work and maintain a superb work culture!

We are seeking an Office Assistant to handle incoming and outbound phone calls and manage client interactions. You will provide for a friendly and positive reception experience and will be various administrative tasks for our growing client base.

Responsibilities

  • Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
  • Conduct timely follow up with clients and guide them in the transfer and funding process.
  • Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
  • Answer and direct incoming client inquiries and direct them to the appropriate department.

Requirements

  • A can do attitude and a strong interest professional growth.
  • Highly organized with the ability to multitask and track multiple workflows simultaneously. Background in customer support, financial / banking services a plus.
  • A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
  • Bachelors degree in a related field a plus though definitely not a requirement.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Job Type: Full-time

Pay: $42,000.00 - $54,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible spending account
  • Health insurance
  • Paid time off

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person

Work Location: In person

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$121,768 to $145,447
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