Overview
Operations Assistant Jobs in Denver Metropolitan Area at CFG Financial Planning
Title: Operations Assistant
Company: CFG Financial Planning
Location: Denver Metropolitan Area
About CFG Financial Planning
The CFG Team helps highly driven, successful individuals achieve financial freedom and conquer ambitious goals. CFG utilizes world class research to develop and implement institutional quality portfolios. While we believe that a strong financial plan is the foundation for any investment strategy, we serve many clients in a pure portfolio management capacity. CFG excels in asset allocation, acting as an "OCIO" or Outsourced Chief Investment Officer for other investment firms. The CFG team is small in number but mighty by experience, with robust credentials paired with a posture toward learning new things.
Role Description
This is a full-time, on-site role for an Operations Assistant based in Littleton, Colorado 80127. The Operations Assistant will handle daily operational tasks as directed by Managers to ensure the smooth functioning of the organization. Responsibilities include assisting in overarching operations management, maintaining time sensitive communication with clients and team members, assisting with accounts as instructed, and supporting CFG as requested. This role, at its core, is extremely detailed and time sensitive. Someone with high attention to detail, along with strong, professional, and timely communication skills will do well.
Qualifications
- Strong skills in detailed task completion
- Demonstrated proficiency in analytical skills and problem-solving
- Excellent communication skills for handling internal and external stakeholders
- Professional demeanor with a positive attitude
- Experience in customer service to effectively address client needs in a Client-Centric firm
- Ability to work collaboratively with teams to achieve operational efficiency
- High attention to detail and organizational skills
- Proficiency in common office software and tools
- Prior experience in a related role or industry is a plus
- Self-starter personality who is achievement oriented
- Degree in business or 4-year college is a plus, yet high school diploma is a must have
Noteworthy Attributes
CFG is a Client-Centric, boutique firm that excels in top-tier service. This role is a lynchpin for communications. Someone with the Gift of Service will do well in this position as it is highly task oriented supporting others, team and clients.
