We are seeking a candidate who is extremely organized, detail oriented, thrives in fastpaced, unpredictable environments, and able to constantly shift priorities to join our rapidly-growing financial services team as an Operations Support Assistant. This will be a full-time position located in our Troy, Ohio office.

Job Duties:

Work closely with the Operations Team on the following, but not limited to:

• Support admin staff with ordering client and practice items
• Help manage compliance needs
• CRM system maintenance
• Assist with local office supply procurement
• Compile and share various business reports
• Help to coordinate solutions on escalated operational issues
• Manage assigned projects
• Assist in managing Executive Team member schedules

The ideal candidate will possess the following:

• Excellent Microsoft Office skills; especially with Excel, Word, and Outlook
• Skills in graphic design and visual media creation
• Excellent communication and organizational skills
• Ability to objectively analyze processes/procedures and provide suggestions on ways to improve their efficiency and effectiveness
• Ability to be open-minded and detailed
• Ability to be a self-starter in a fast-paced environment Ability to adapt/handle change Experience with/understands professional office/workplace etiquette
• No financial industry experience required
• Job requires physical presence in the office(s)

About Katterhenry Investment Group of NEST

Capital NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices, Katterhenry Investment Group being one of those practices. NEST has 78 associates dispersed among 17 offices in 8 different states. Each member of our team is friendly, resourceful, and efficient, has a positive attitude, and aims to exceed client expectations.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sexual orientation, gender identity/expression, nationality or any other basis; and will not be discriminated against on the basis of disability.

Job Type: Full-time Hourly Pay Range: $19.00-$21.00 per hour

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Retirement Plan

Schedule:

• 8 hour shift

How to Apply:

If interested, please send a copy of your resume and cover letter to [email protected].

NEST Capital is an equal opportunities employer and welcomes applications from diverse candidates.