Administrative/Operations Associate

ThinkEquity, a boutique investment bank, is looking for an Operations Associate for its new Melville office. This role is critical for the office running smoothly and efficiently.

Duties and Responsibilities:

• Answer and route incoming calls
• Manage office supply orders and distributions.
• Maintain office equipment
• General administrative duties such as copying, filing, archiving
• Write and distribute email, correspondence, memos, and letters
• Maintain electronic client account files
• Maintain contact lists
• Act as the point of contact for external clients
• Resolve client service issues
• Process cancellation and corrections
• Handle trade breaks
• Assist in processing new account documentation and opening new accounts

Requirements:

• Bachelor’s degree
• Strong attention to detail and accuracy
• Effective organizational and multi-tasking skills
• Excellent verbal communication skills
• Computer proficiency, including Excel and Word
• Ability to regularly use independent judgement
• Must be a team player
• Ability to work independently and efficiently in a fast-paced environment
• Must have, or is willing to obtain, FINRA Registrations: SIE and Series 99 or Series 7 and 63

Salary Range: $42,000 - $47,000 per year

Job Type: Full-time

Schedule: Monday to Friday

Work Location: In person

Job Type: Full-time

Pay: $42,000.00 - $47,000.00 per year

Work Location: In person