Operations Assistant at Executive Planning Group · Mechanicsburg, PA · Joined
EG
Operations Assistant
Executive Planning Group · Mechanicsburg, PA · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Team: Advisory · Source: jobright · Posted by joined-scrapper
About the role
Supports the advisory practice by managing client paperwork, transactions, and CRM data to ensure accuracy and a strong client experience.
What you’ll do
Handle client paperwork and transactions
Maintain accurate records and CRM data
Support daily office operations
What you’ll need
High school diploma or equivalent
Excellent written and verbal communication skills
Detail-oriented with a high degree of accuracy
Comfortable using technology and learning new platforms
Proficiency with Microsoft Office (Word, Excel, Outlook)
Team player who works well independently and with others
Original job description
Executive Planning Group is hiring an Investment Operations Coordinator to support its advisory practice and deliver a strong client experience. The role handles client paperwork and transactions, maintains accurate records and CRM data, and supports daily office operations.High school diploma or equivalentExcellent written and verbal communication…