Operations Assistant
Capital Investment AdvisorsAtlanta, Georgia, United States
Posted December 22, 2025
Full Time
About the Company
Capital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S.
Job Description
We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player.
Requirements
- Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor
- Monitor inbound client account requests
- Support quarterly reporting
- Participate in Operations Team projects, when needed
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
