Mainstay
Capital Management Careers
Administrative/Operations
A fast growing, well established investment advisory firm is
seeking a team oriented individual to join its operations staff. Ideal candidate
would have 2+ years of financial services industry experience, a thorough
knowledge of investments, and a business degree. Proficiency in Microsoft Word,
Excel, and Access is required. Candidates with an operational background as well
as a demonstrated history of improving processes will be given strong
consideration. Excellent opportunity for a team-oriented candidate seeking daily
interaction with management team. Duties:
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First line response to client issues. Perform client
account maintenance.
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Client account trading and re-balancing.
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First line response to prospective client questions. Must
develop thorough understanding of firm mission statement and operations.
Responsible for the distribution of approved marketing materials.
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Position involves daily interaction and problem solving
with multiple custodians.
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Preparation of reports for the CEO and management team.
Qualifications and Skills Requirements:
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2 or 4 (preferred) year Business Degree
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2 + years experience in financial services industry
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Strong computer skills are mandatory; proficient w/MS
Office.
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Able to learn and navigate custodian based websites. Must
also be able to learn customized computer programs.
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Strong communication skills (both verbal and written).
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Excellent time management and organizational skills.
Ideal candidate is detail-oriented.
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Able to perform efficiently in a fast-paced and demanding
environment. Must be able to deal easily with multiple issues and tasks.
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Ability to recognize risk issues and implications. Knows
when to ask questions before taking action and when to refer problems or
issues to the next level.
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Approaches all situations with positive outlook, energy
and enthusiasm. Is a self-starter who takes individual ownership for work
quality and improvement.
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Leads by example, working with drive and determination.
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Shows initiative and creativity, taking a long-term
approach to improvement and resolution of issues.
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Demonstrates integrity and business-appropriate behavior.
Please send a resume and cover letter to:
careers@mainstaycapital.com
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