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  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:

  • First line response to client issues. Perform client account maintenance.

  • Client account trading and re-balancing.

  • 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.

  • Position involves daily interaction and problem solving with multiple custodians.

  • Preparation of reports for the CEO and management team.

Qualifications and Skills Requirements:

  • 2 or 4 (preferred) year Business Degree

  • 2 + years experience in financial services industry

  • Strong computer skills are mandatory; proficient w/MS Office.

  • Able to learn and navigate custodian based websites. Must also be able to learn customized computer programs.

  • Strong communication skills (both verbal and written).

  • Excellent time management and organizational skills. Ideal candidate is detail-oriented.

  • Able to perform efficiently in a fast-paced and demanding environment. Must be able to deal easily with multiple issues and tasks.

  • 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.

  • Approaches all situations with positive outlook, energy and enthusiasm. Is a self-starter who takes individual ownership for work quality and improvement.

  • Leads by example, working with drive and determination.

  • Shows initiative and creativity, taking a long-term approach to improvement and resolution of issues.

  • Demonstrates integrity and business-appropriate behavior.

Please send a resume and cover letter to: careers@mainstaycapital.com