Vacancy Description
About Us
Main Street Financial Solutions is a fiduciary-driven Registered Investment Advisory firm with 34+ Advisors. We specialize in financial planning, , retirement planning, , estate planning, investment management,. Our process is grounded in deep understanding of each client, disciplined implementation, and ongoing partnership.
Role Overview
We are looking for a highly organized, proactive, and detail-oriented Operations Associate to ensure the smooth functioning of our day-to-day operations. This person will be essential in ensuring operational efficiency, and internal coordination at our home office. You’ll work closely with the Management Team, advisors, and external vendors to keep the processes running.
Key Responsibilities
- Serve as our key liaison between the IT provider to ensure systems are up to date, secure, and operating efficiently
- Support c...
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