Operations Associate
Aegis Capital is a full-service investment bank which provides corporate finance, research and sales trading to corporate, institutional and high net worth individual clients. Investment banking services include initial, secondary, and follow-on offerings, institutional private placements and merger and acquisitions advisory services.
We are seeking a full-time Operations Associate to work at our NYC & Melville, NY office. We are looking for a motivated, organized individual that can interface with leaders, managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individual.
Duties of this position include:
· Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management.
· Work closely with the clearing firm
· Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department.
· Oversight of opening new investment accounts, client presentations and account services.
· Assist with day-to-day operations and office related tasks as needed
· Provide reception support
Qualifications:
· 4+ years of financial services experience
· Forward thinker with proactive mindset
· Solid organizational and time management skills
· Excellent verbal and written communication
· Committed, accurate, detail-oriented and dedicated individual
· Preferred Series 7 or 99 licensed
Additional Abilities
· Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns.
· Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm.
· Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence.
· Must be able to work well in high pressure situations and elevated workloads.
· Desire and ability to actively and positively contribute within a highly collaborative team setting
· Willingness to remain responsive and flexible in a dynamic environment
· Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service
Aegis Capital Corporation, Member: FINRA/SIPC, EOE/M/F/D/V/SO
Aegis Capital is a full-service investment bank which provides corporate finance, research and sales trading to corporate, institutional and high net worth individual clients. Investment banking services include initial, secondary, and follow-on offerings, institutional private placements and merger and acquisitions advisory services.
We are seeking a full-time Operations Associate to work at our NYC & Melville, NY office. We are looking for a motivated, organized individual that can interface with leaders, managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individual.
Duties of this position include:
· Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management.
· Work closely with the clearing firm
· Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department.
· Oversight of opening new investment accounts, client presentations and account services.
· Assist with day-to-day operations and office related tasks as needed
· Provide reception support
Qualifications:
· 4+ years of financial services experience
· Forward thinker with proactive mindset
· Solid organizational and time management skills
· Excellent verbal and written communication
· Committed, accurate, detail-oriented and dedicated individual
· Preferred Series 7 or 99 licensed
Additional Abilities
· Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns.
· Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm.
· Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence.
· Must be able to work well in high pressure situations and elevated workloads.
· Desire and ability to actively and positively contribute within a highly collaborative team setting
· Willingness to remain responsive and flexible in a dynamic environment
· Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service
Aegis Capital Corporation, Member: FINRA/SIPC, EOE/M/F/D/V/SO
- Experience
- Not required
- Employment
- Full-time
- Schedule
- 9am to 5pm
- Salary
- $50,000 – $75,000 yearly
- Starting time
- Immediate start!
1305 Walt Whitman Road, 11747, Melville
Accounting & FinanceMelville
Financial Services • More than 250 Employees
Hiring on JOB TODAY since April, 2025
Aegis Capital Corporation is a full-service wealth management financial services firm founded in 1984. Aegis offers its investment representatives a conflict free service platform and is able to provide a full range of products and services
Marinos BallasActive 1 day ago
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