*To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.* **Job Title: Administrative and Operational Support Specialist** **About the Company:** Our client provides financial services and wealth management. **Job Description:** You will provide administrative and operational support to a team in the financial services industry. This role requires managing schedules, assisting with client accounts, and supporting team members. You will handle multiple responsibilities and ensure excellent client service. **Responsibilities of the role:** • Manage Bob’s calendar, schedule appointments, and communicate with clients and prospects. • Assist with the administration and servicing of eight 401(k) plans. • Provide customer service and follow up on client requests. • Assist with new account openings, transfers, and account maintenance. • Support Carolina with billing and quarterly meetings. • Prepare meeting agendas, track pending tasks, and coordinate team activities. **Required Experience and Qualifications:** • Previous experience in banking, wealth management, or financial services. • Basic knowledge of investment accounts, IRAs, and 401(k) plans. • Strong organizational, communication, and customer service skills. • Proficiency in Microsoft Outlook and Excel. • Ability to multitask, work independently, and handle confidential financial information. **Personality:** • You have financial industry experience. • You can support both Bob and Carolina. • You can manage multiple responsibilities. • You provide excellent client service. **Software \& Tools:** • Microsoft Outlook • Microsoft Excel **Schedule:** Full\-time **Salary and Benefits:** • Payment in USD or Local Currency according to candidate's preference. • Full\-time remote opportunity.