Operations Supervisor - Financial Services

The Client:
Small but nationally recognized financial services firm that offers a full range of investment and retirement planning strategies and programs.

Responsibilities:
This position will be responsible for providing operational support for the firm's two senior financial planners in the areas of trading, daily reports, and compliance.

Key Selection Criteria:
The successful candidate will possess a minimum bachelors level education and prior experience with wealth management programs. Series 7 certification, excellent PC skills including Microsoft Office applications are also required.

Compensation:
This position offers a competitive base salary in the $50,000 to $60,000 range combined with a flexible benefits program. Excellent office working conditions are provided along with the opportunity to gain increased exposure in the area of retirement planning advisory services.

Contact:
Michelle Martens
Vice President
Sims Associates
208 Lockwood Road
Fairfield, CT 06825
203-761-0772
203-374-8736
martens@simsassoc.com