How Can CIA Help You?

Request Consultation
Ask an Advisor
Financial Tools
Request Consultation
Ask an Advisor
Financial Tools
Join Our Team

Position: Operations Assistant

Location: Sandy Springs, GA

Company Description

Capital Investment Advisors is a rapidly growing, boutique registered investment advisory firm which provides investment management services for individuals and small to mid-sized companies. We provide clients with an investment strategy customized to his/her specific risk tolerance, current lifestyle, and long-term financial goals. We are responsible for monitoring and management of the portfolio.

Our tight-knit team has a mix of financial advisors, customer service managers and associates, operations specialists, and marketing personnel. We work hand-in-hand to ensure the best possible experience for our clients. We have an upbeat and active office atmosphere where we find hallway conversations can oftentimes lead to work breakthroughs. Our management is dedicated to employee growth both professionally and personally, and making every CIA experience in and out of the office enjoyable. 

Job Description

We are looking for a go-getter who loves accomplishing goals and learning new things to join our rapidly growing firm. This is an excellent entry-level position for a person interested in learning the fundamentals of the financial services industry. These duties will include: maintaining client/prospect contact lists, preparing paperwork, running reports, processing new accounts, general administrative tasks and supporting office staff with various projects.

Qualifications:

  • Excellent organizational skills
  • Extensive personal & communication skills
  • Hard work ethic
  • Attention to detail
  • Outstanding time management
  • Ability to multi-task
  • Computer skills (MS Office)

Candidate should be willing to accept added responsibilities and grow within the company.

If you are interested in this opportunity, please send your resume to holly@yourwealth.com.

Capital Investment Advisors would like to thank all applicants; however, only those who qualify for an interview will be contacted.

Get Started Today

Request Consultation
Ask an Advisor
Retirement Calculator
Retirement Calculator
eBook