Operations & Administration Associate

Centaurus Financial, Inc. is a full service Broker/Dealer and Registered Investment Advisor (RIA) catering to the independent investment professional. We are currently seeking an Operations & Administration Associate to join our staff in Anaheim, CA. The Operations & Administration Associate position is a full time role reporting directly to the Senior Vice President, Managing Director-Wealth Management. We are currently interviewing motivated, flexible, self-starters to work with skilled staff in a high growth department.

As an Operations & Administration Associate. you’ll be responsible for:

· Performing multiple functions including corresponding with our financial advisors and their staff.

· Coordinate incoming communications with other team members.

· Manage case files and other operational and administrative tasks on a daily basis.

· Manage account transfers and provide status follow up with our financial advisors.

Qualifications:

· Positive attitude, enthusiasm, professionalism, and strong work ethic with a high level of integrity.

· Proficient in Microsoft Office (Word, Excel, Outlook)

· Capable of multi-tasking.

· Ability to work within a team environment.

· Strong communication and problem solving skills.

· Organizational skills and attention to detail.

Preferred Qualifications:

In addition to minimum qualifications, the ideal candidate will also have the following qualifications:

· Experience with the Pershing, TD Ameritrade and Charles Schwab clearing and custodial platforms a plus.

· 2+ years of experience in a Financial, Banking or Insurance organization.

· Background in Administration and Operations.

· Proficient written and verbal communication skills.

No relocation expense/reimbursement to this area is available.

Please provide your resume, availability, contact information and salary requirements. Salary is negotiable and is dependent upon experience.

Work Remote: No

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Anaheim, CA 92806: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Asset or Wealth Management: 5 years (Preferred)

Work Location: One location

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