Job Description
Operations Assistant
Setting/Hours: 100% In-Office | 8: 00 AM –5: 00 PM
Location: Cincinnati, OH
trak group is partnering with a growing organization to fill an Operations Assistant role on a direct-hire basis. This position offers comprehensive benefits, a welcoming team culture, and real opportunity for long-term growth.
Responsibilities:
- Prepare internal systems for trading each morning, ensuring accuracy and completeness
- Conduct account reconciliations using third-party reconciliation software
- Assist with trade-related support through a shared inbox
- Process and configure new accounts within internal systems
- Upload trade data into custodian systems
- Assist with daily trade processing during designated periods
- Generate ad hoc marketing reports and ensure accurate, timely distribution
- Post updates and insights to the company website
- Coordinate quarterly marketing material updates and distribution
- Assist in preparing and distributing presentations for internal and external use
- Organize and distribute mail and manage outbound shipments
Qualifications:
- 1-2+ years of administrative experience;background in a financial services setting is a strong plus
- Proficient in Microsoft Office Suite
- Strong attention to detail with the ability to manage multi-step processes accurately
- Friendly, outgoing, and a genuine team player
- Bachelor's degree in Business Administration, Marketing, or a related field preferred
Ready to take the next step? Apply below or reach out to trak group to learn more about this opportunity.
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Numbers & Facts
| Location | Cincinnati, OH |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 1972 |
| Website | http://www.trakcincy.com/ |
About Company
trak group, established in 1972, is proud of its impeccable reputation as a professional recruiting and staffing firm. trak has demonstrated an unmatched level of expertise and success in the industry, and takes great pride in its A+ rating from the Better Business Bureau.
trak has been awarded “Best Places to Work” by the Business Courier three consecutive years; following the third and final nomination, trak was respectfully awarded with “The Best of the Best”. We continue to hold the Consumers’ Choice Award for Business Excellence and the “SPECTRUM Award” for Service Excellence from City Beat News indicating a 5-star customer service rating. Six of our employees have been inducted into the prestigious “International Hall of Fame” and four carry national certifications lending to their dedication and passion for our industry.
Specializing in direct hire, alternative hire and contract opportunities, trak is currently partnering with over 300 client companies in the Greater Cincinnati and Northern Kentucky Area. Because we are proud of our process, we take time to source, screen and evaluate each candidate. Our placement fields include office support, customer service, accounting and finance, operations, management, human resources, sales and marketing, engineering and supply chain management.
Skills
- Administrative Skillsunmatched
- Business Administrationunmatched
- Detail Orientedunmatched
- Financial Servicesunmatched
- Mail Processingunmatched
- Marketingunmatched
- Microsoft Officeunmatched
- Presentation/Verbal Skillsunmatched
- Reconciliationunmatched
- Team Playerunmatched
- Time Managementunmatched
- Trading Systemsunmatched
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