Client Operations Associate

P. Randolph Financial Group
Westerville, OH

Job Description

Job Description

We are seeking a Client Operations Associate to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

  • Draft correspondences and other formal documents
  • Plan and schedule appointments and assist in event planning
  • Greet and assist onsite guests
  • Answer inbound telephone calls
  • Organize, develop and implement organized filing systems
  • Perform all other office tasks
  • Monitor and communicate on the text messaging system
  • Process ACH transfers and other asset transaction processes.
  • Light cleaning
  • Other tasks as needed

Qualifications:

  • Previous experience in office administration or other related fields
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • ​Strong organizational skills
Company Description

A franchise firm of Ameriprise with the goal of building toward a premier institution for multiple generations of family wealth management and fiscal education.

Company Description

A franchise firm of Ameriprise with the goal of building toward a premier institution for multiple generations of family wealth management and fiscal education.

Posted 2025-07-29

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