Position Overview:
TaliMar Financial is seeking a detail-oriented and motivated Jr. Operations Coordinator to support day-to-day business operations and management in a small but growing financial services firm.
This is an entry-level role designed to start similarly to an executive or administrative assistant position, providing hands-on exposure to leadership, operations, and internal processes across the organization. The Jr. Operations Coordinator will work closely with management to ensure the smooth execution of administrative, operational, and financial-support tasks.
This role is ideal for a candidate with a background in accounting, finance, or strong quantitative skills who is eager to learn how a growing business operates from the inside out. This is an excellent opportunity for a recent college graduate or early-career professional seeking entry-level experience in a fast-paced financial environment. The role is designed to provide broad, hands-on exposure across multiple areas of the business, including loan servicing, investor relations, and core operational functions.
Key Responsibilities:
Operational & Administrative Support
- Manage and organize office mail, files, documents, and databases.
- Provide direct support to management including calendar management, meeting coordination, and follow-ups.
- Support internal workflows and help ensure operational tasks are completed accurately and on time.
Coordination & Communication
- Answer phones, respond to emails, and assist with customer inquiries, ensuring clear and professional communication.
- Assist with coordinating deadlines and priorities across departments or projects.
- Support cross-functional projects by tracking progress and documenting next steps.
Data, Reporting & Financial Support
- Perform data entry with a high degree of accuracy across internal systems.
- Assist with basic reporting, reconciliations, and tracking of operational metrics.
- Support accounting-related tasks as needed (e.g., organizing financial data, reviewing numbers for accuracy).
Office Management
- Help maintain efficient office operations including ordering office supplies, organizing office events, and maintaining an organized work environment.
- Assist with improving and documenting internal processes as the company scales.
Miscellaneous Support
- Provide support for ad-hoc tasks including research, document preparation, and various administrative duties as needed.
Qualifications:
Education & Background
- Bachelor’s degree or coursework in accounting, finance, or business preferred.
- Strong math skills and comfort working with numbers are required.
- Prior administrative, operations, accounting, or internship experience is a plus but not required.
- Entry-level candidates with strong aptitude and willingness to learn are encouraged to apply.
Skills
- Strong organizational and time management skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Excellent verbal and written communication skills. (This role requires that the individual be comfortable speaking clearly and effectively via phone and email).
- Ability to multitask and manage competing priorities in a fast-paced environment.
- High attention to detail and accuracy.
Personal Attributes
- Self-motivated and proactive.
- Adaptable with the ability to work independently or as part of a team.
- High level of professionalism and confidentiality.
What We Offer:
- Starting Pay: $25.00–$30.00 per hour
- Professional Development: Exposure to the financial services industry and opportunities to grow within the company
- Supportive Environment: A collaborative and friendly workplace where you will be an integral part of the team
- Other Benefits: Company sponsored 401K Plan with matching, Company sponsored QSEHRA Plan, Cell Phone Stipend, 120 Hours of PTO accrued per year, Company Paid Holidays, Company sponsored lunch on Friday's.
