Company Description
Roundview Capital is an independent, fee-based investment management and advisory firm for high-net-worth families and institutions. Based in Princeton, New Jersey, the firm provides tailored investment strategies to meet the unique needs of its clients. Roundview Capital offers personalized financial planning and wealth management solutions, ensuring optimal growth and preservation of assets.
Role Description
This is a full-time hybrid role for an Operations Associate at Roundview Capital. The role requires attendance at the office in Princeton, NJ, with some work-from-home flexibility. The Operations Associate will be responsible for managing daily operational activities, executing financial transactions, and ensuring compliance with regulatory requirements. The role also involves providing excellent customer service, liaising with clients, and maintaining accurate records.
Qualifications
- Proficiency in Operations management
- Strong Interpersonal and Communication skills
- Excellent Analytical Skills and problem-solving abilities
- Customer Service experience
- Great attention to detail and ability to manage multiple tasks
- Bachelor's degree in Business, Finance, or related field
- Experience in the financial services industry is a plus